21 West Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

21 West Wealth Management’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$671K	Buy	16,653 +220	+1%	+$8.88K	0.57%	41
2026 Q1	$660K	Buy	16,433 +599	+4%	+$24.3K	0.61%	39
2025 Q4	$653K	Buy	15,834 +850	+6%	+$35.1K	0.6%	39
2025 Q3	$623K	Buy	14,984 +192	+1%	+$7.97K	0.59%	39
2025 Q2	$615K	Buy	+14,792	New	+$605K	0.62%	39

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

21 West Wealth Management's SRLN Position: Q2 2026 in Review

21 West Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.3% in Q2 2026, buying an estimated $8.88K and bringing the position to 16,653 shares worth $671K. The position accounts for 0.57% of the portfolio, ranked #41.

21 West Wealth Management first reported a position in SRLN in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

21 West Wealth Management held 16,653 shares of State Street Blackstone Senior Loan ETF worth $671K as of Q2 2026.
21 West Wealth Management bought 220 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $8.88K.
State Street Blackstone Senior Loan ETF made up 0.57% of 21 West Wealth Management's portfolio in Q2 2026, its #41 holding.
21 West Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.