Advance Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Advance Capital 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	$610K	Buy	15,139 +8,907	+143%	+$360K	0.02%	107
2026 Q1	$250K	Buy	+6,232	New	+$253K	0.01%	152

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

Advance Capital Management's SRLN Position: Q2 2026 in Review

Advance Capital Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 143% in Q2 2026, buying an estimated $360K and bringing the position to 15,139 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #107.

Advance Capital Management first reported a position in SRLN in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Advance Capital Management held 15,139 shares of State Street Blackstone Senior Loan ETF worth $610K as of Q2 2026.
Advance Capital Management bought 8,907 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $360K.
State Street Blackstone Senior Loan ETF made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #107 holding.
Advance Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2026 and has held it in 2 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.