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SRLN
-0.27 · -0.65%
$41.02 · NYSE ARCA

SPDR Blackstone Senior Loan ETF (SRLN) ETF Analysis | Bank Loan

State Street Investment Management · United States
AUM:$5.6B
#– of – in Bank Loan ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

SRLN returned +3.2% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.70% — moderate cost. Consider how fees compound over long holding periods.

What is SRLN?

In pursuing its investment objective, the fund seeks to outperform the Morningstar LSTA U. Leveraged Loan Index (the "Index") by normally investing at least 80% of its net assets (plus any borrowings for investment purposes) in Senior Loans.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
SRLN returned 3.2% over the past year.
Moderate Cost
Expense ratio of 0.70%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 4.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$5.6B
Expense Ratio0.70%
Dividend Yield7.70%
Holdings1
Inception DateApr 2013
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.08
CategoryBank Loan
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.4%
1Y
+3.0%
3Y
+20.7%
5Y
+24.6%
OpenBook InsightIf you had invested £10,000 in SRLN 5 years ago, it would have grown to £12,460 — a gain of £2,460.

Annual Returns

Calendar year performance

SRLN delivered positive returns in 4 of the last 5 calendar years.
YearSRLN
2026 YTD+0.5%
2025+6.7%
2024+8.4%
2023+11.0%
2022-5.4%
CAGR 4yr+5.0%
4/5 positive yearsAvg return: +4.3%Worst year: -5.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.1%
Low
Momentum
+1.0%
30-day change
Support Level
40.25
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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