Advyzon Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Advyzon Investment 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	$327K	Sell	8,119 -376	-4%	-$15.2K	0.02%	589
2026 Q1	$341K	Sell	8,495 -1,376	-14%	-$55.9K	0.03%	489
2025 Q4	$407K	Buy	9,871 +1,736	+21%	+$71.7K	0.05%	368
2025 Q3	$338K	Buy	8,135 +865	+12%	+$35.9K	0.06%	303
2025 Q2	$302K	Sell	7,270 -492	-6%	-$20.1K	0.07%	278
2025 Q1	$319K	Sell	7,762 -3,942	-34%	-$164K	0.11%	170
2024 Q4	$488K	Buy	+11,704	New	+$490K	0.19%	104

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

Advyzon Investment Management's SRLN Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.4% in Q2 2026, selling an estimated $15.2K and leaving 8,119 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #589.

Advyzon Investment Management first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q4 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Advyzon Investment Management held 8,119 shares of State Street Blackstone Senior Loan ETF worth $327K as of Q2 2026.
Advyzon Investment Management sold 376 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $15.2K.
State Street Blackstone Senior Loan ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #589 holding.
Advyzon Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's State Street Blackstone Senior Loan ETF position peaked at $488K in Q4 2024.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.