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Upturn AI SWOT - About
SPDR Blackstone Senior Loan ETF (SRLN)
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Upturn Advisory Summary
10/30/2025: SRLN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 18.51% | Avg. Invested days 104 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.25 | 52 Weeks Range 38.09 - 41.57 | Updated Date 06/29/2025 |
52 Weeks Range 38.09 - 41.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Blackstone Senior Loan ETF
ETF Overview
Overview
The SPDR Blackstone Senior Loan ETF (SRLN) seeks to provide current income consistent with the preservation of capital by investing primarily in senior loans. It focuses on actively managed, floating-rate senior loans issued by below-investment-grade companies, providing exposure to the leveraged loan market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with extensive experience in managing ETFs.
Management Expertise
SSGA has a dedicated team with expertise in credit analysis and leveraged loan investing, supported by Blackstone's credit platform.
Investment Objective
Goal
To seek current income consistent with the preservation of capital.
Investment Approach and Strategy
Strategy: Actively managed fund focusing on floating-rate senior loans.
Composition Primarily holds senior loans issued by below-investment-grade companies.
Market Position
Market Share: Insufficient data to accurately estimate specific market share.
Total Net Assets (AUM): 3948000000
Competitors
Key Competitors
- Invesco Senior Loan ETF (BKLN)
- First Trust Senior Loan Fund (FTSL)
- Janus Henderson B-BBB CLO ETF (JBBB)
Competitive Landscape
The senior loan ETF market is dominated by a few key players. SRLN differentiates itself through Blackstone's credit expertise. Competitors like BKLN passively track indices, offering lower expense ratios but potentially less active management benefit.
Financial Performance
Historical Performance: Historical performance data not available in specified numerical format. Refer to official fund resources.
Benchmark Comparison: Benchmark comparison data not available in specified numerical format. Refer to official fund resources.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
SRLN generally exhibits moderate trading volume, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for SRLN is typically competitive, reflecting its trading volume and market interest.
Market Dynamics
Market Environment Factors
Interest rate environments, credit spreads, and overall economic conditions significantly influence SRLN's performance. Rising interest rates generally benefit floating-rate loans.
Growth Trajectory
SRLN's growth depends on demand for senior loans and its ability to generate competitive returns. Performance is tied to the health of the leveraged loan market and credit quality of borrowers.
Moat and Competitive Advantages
Competitive Edge
SRLN benefits from Blackstone's established credit platform, providing access to proprietary research and deal sourcing. This active management approach aims to enhance returns and mitigate risks within the senior loan market. The fund seeks to outperform passive senior loan ETFs through careful credit selection and risk management. Blackstone's expertise in credit analysis and leveraged finance provides a potential advantage in navigating the complexities of the senior loan market.
Risk Analysis
Volatility
SRLN's volatility is influenced by credit spreads and interest rate sensitivity. It can be less volatile than equities but more volatile than investment-grade bonds.
Market Risk
SRLN is subject to credit risk, as borrowers may default on their loan obligations. Rising interest rates can also negatively impact loan values, although floating rates mitigate some of this risk.
Investor Profile
Ideal Investor Profile
SRLN is suitable for investors seeking current income and diversification, with some tolerance for credit risk. It is appropriate for those seeking exposure to the leveraged loan market.
Market Risk
SRLN can be suitable for both long-term investors seeking income and active traders who can capitalize on short-term market movements.
Summary
The SPDR Blackstone Senior Loan ETF (SRLN) offers exposure to senior loans through an actively managed fund. Blackstone's credit expertise differentiates it, aiming to generate competitive returns in the leveraged loan market. Investors should be aware of credit risk and interest rate sensitivity. SRLN can serve as an income-generating component within a diversified portfolio. Its active management differentiates it from passive peers but also results in a higher expense ratio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Blackstone
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Market share data is an estimation, past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR Blackstone Senior Loan ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to outperform the Markit iBoxx USD Liquid Leveraged Loan Index and the Morningstar LSTA U.S. Leveraged Loan 100 Index by normally investing at least 80% of its net assets (plus any borrowings for investment purposes) in Senior Loans. For purposes of this 80% test, Senior Loans are first lien senior secured floating rate bank loans.
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