Morningstar

SPDR® Blackstone Senior Loan ETF SRLN

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SRLN

Will SRLN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SRLN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SRLN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SRLN’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy has its strengths despite recent performance.

Analyst Max Curtin

Max Curtin

Analyst

Summary

The bevy of resources supporting SPDR Blackstone Senior Loan ETF has not to this point resulted in strong relative performance versus peers.

by Max Curtin
Rated on Published on

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Portfolio Holdings SRLN

More SRLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

7.26 484.3 Mil
Cash and Equivalents

MH SUB I LLC 2023 TERM LOAN

1.73 115.3 Mil
Corporate

ALLIED UNIVERSAL HOLDCO LLC 2021 USD TERM LOAN

1.65 110.4 Mil
Corporate

ATHENAHEALTH INC 2022 TERM LOAN B

1.59 105.8 Mil
Corporate

AI AQUA MERGER SUB INC 2021 1ST LIEN TERM LOAN B

1.51 100.9 Mil
Corporate

Barclays Capital Repo Repo

1.50 100.0 Mil
Cash and Equivalents

NEPTUNE BIDCO US INC 2022 USD TERM LOAN B

1.50 99.9 Mil
Corporate

ZAYO GROUP HOLDINGS INC USD TERM LOAN

1.42 94.9 Mil
Corporate

PERATON CORP TERM LOAN B

1.36 90.7 Mil
Corporate

UKG, INC, 2024 TERM LOAN B

1.28 85.5 Mil
Corporate

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