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Advisornet Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Advisornet Financial’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
Q1 		$44.1K Buy
1,098
+8
+0.7% +$325 ﹤0.01% 1087
2025
Q4 		$45K Sell
1,090
-21
-2% -$867 ﹤0.01% 1085
2025
Q3 		$46.2K Sell
1,111
-87
-7% -$3.61K ﹤0.01% 1046
2025
Q2 		$49.8K Buy
1,198
+12
+1% +$491 ﹤0.01% 992
2025
Q1 		$48.8K Buy
1,186
+893
+305% +$37.1K ﹤0.01% 947
2024
Q4 		$12.2K Hold
293
– – ﹤0.01% 1276
2024
Q3 		$12.2K Hold
293
– – ﹤0.01% 1357
2024
Q2 		$12.2K Buy
293
+53
+22% +$2.22K ﹤0.01% 1241
2024
Q1 		$10.1K Hold
240
– – ﹤0.01% 1282
2023
Q4 		$10.1K Hold
240
– – ﹤0.01% 1306
2023
Q3 		$10.1K Buy
240
+58
+32% +$2.42K ﹤0.01% 1239
2023
Q2 		$7.62K Sell
182
-1,101
-86% -$45.5K ﹤0.01% 1403
2023
Q1 		$53.2K Sell
1,283
-258
-17% -$10.7K ﹤0.01% 782
2022
Q4 		$63K Buy
1,541
+223
+17% +$9.18K 0.01% 734
2022
Q3 		$54K Buy
1,318
+268
+26% +$11.3K 0.01% 829
2022
Q2 		$44K Sell
1,050
-75,551
-99% -$3.28M ﹤0.01% 908
2022
Q1 		$3.44M Sell
76,601
-81,367
-52% -$3.68M 0.22% 108
2021
Q4 		$7.21M Sell
157,968
-3,341
-2% -$153K 0.44% 50
2021
Q3 		$7.42M Sell
161,309
-5,202
-3% -$239K 0.52% 39
2021
Q2 		$7.71M Buy
166,511
+8,040
+5% +$370K 0.51% 39
2021
Q1 		$7.25M Buy
158,471
+17,905
+13% +$822K 0.52% 42
2020
Q4 		$6.42M Buy
140,566
+48,562
+53% +$2.18M 0.52% 39
2020
Q3 		$4.11M Buy
92,004
+13,894
+18% +$616K 0.35% 57
2020
Q2 		$3.39M Buy
78,110
+38,683
+98% +$1.64M 0.27% 82
2020
Q1 		$1.58M Sell
39,427
-1,124
-3% -$50.2K 0.15% 135
2019
Q4 		$1.89M Sell
40,551
-1,148
-3% -$52.9K 0.16% 134
2019
Q3 		$1.93M Sell
41,699
-87
-0.2% -$4.01K 0.18% 120
2019
Q2 		$1.93M Sell
41,786
-321
-0.8% -$14.9K 0.21% 108
2019
Q1 		$1.94M Sell
42,107
-2,817
-6% -$129K 0.24% 96
2018
Q4 		$2.01M Sell
44,924
-5,772
-11% -$268K 0.28% 86
2018
Q3 		$2.4M Sell
50,696
-7,275
-13% -$343K 0.3% 67
2018
Q2 		$2.72M Sell
57,971
-9,348
-14% -$442K 0.37% 53
2018
Q1 		$3.19M Sell
67,319
-2,843
-4% -$135K 0.44% 42
2017
Q4 		$3.31M Buy
+70,162
New +$3.32M 0.5% 38

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Advisornet Financial's SRLN Position: Q1 2026 in Review

Advisornet Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.73% in Q1 2026, buying an estimated $325 and bringing the position to 1,098 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Advisornet Financial first reported a position in SRLN in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.71M in Q2 2021. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Advisornet Financial held 1,098 shares of State Street Blackstone Senior Loan ETF worth $44.1K as of Q1 2026.
  • Advisornet Financial bought 8 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $325.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1087 holding.
  • Advisornet Financial first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's State Street Blackstone Senior Loan ETF position peaked at $7.71M in Q2 2021.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.