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

Adams 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	$595K	Buy	14,758 +5,919	+67%	+$239K	0.11%	98
2026 Q1	$355K	Sell	8,839 -1,829	-17%	-$74.3K	0.08%	112
2025 Q4	$440K	Sell	10,668 -3,242	-23%	-$134K	0.09%	100
2025 Q3	$578K	Sell	13,910 -899	-6%	-$37.3K	0.12%	86
2025 Q2	$616K	Sell	14,809 -15,029	-50%	-$615K	0.12%	84
2025 Q1	$1.23M	Buy	29,838 +8,109	+37%	+$337K	0.24%	62
2024 Q4	$907K	Sell	21,729 -3,179	-13%	-$133K	0.17%	67
2024 Q3	$1.04M	Sell	24,908 -9,747	-28%	-$406K	0.22%	59
2024 Q2	$1.45M	Buy	34,655 +5,836	+20%	+$244K	0.33%	48
2024 Q1	$1.21M	Buy	28,819 +4,591	+19%	+$192K	0.3%	52
2023 Q4	$1.02M	Sell	24,228 -706	-3%	-$29.4K	0.3%	56
2023 Q3	$1.05M	Sell	24,934 -819	-3%	-$34.2K	0.35%	49
2023 Q2	$1.08M	Buy	25,753 +18,981	+280%	+$784K	0.34%	53
2023 Q1	$281K	Buy	6,772 +459	+7%	+$19.1K	0.09%	92
2022 Q4	$258K	Buy	+6,313	New	+$260K	0.09%	85

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Adams Wealth Management's SRLN Position: Q2 2026 in Review

Adams Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 67% in Q2 2026, buying an estimated $239K and bringing the position to 14,758 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #98.

Adams Wealth Management first reported a position in SRLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q2 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Adams Wealth Management held 14,758 shares of State Street Blackstone Senior Loan ETF worth $595K as of Q2 2026.
Adams Wealth Management bought 5,919 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $239K.
State Street Blackstone Senior Loan ETF made up 0.11% of Adams Wealth Management's portfolio in Q2 2026, its #98 holding.
Adams Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 15 quarters since.
Adams Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.45M in Q2 2024.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.