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Aletheian Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Aletheian Wealth Advisors’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
Q3 		$449K Buy
11,117
+113
+1% +$4.57K 0.18% 67
2026
Q2 		$443K Hold
11,004
– – 0.19% 67
2026
Q1 		$442K Buy
+11,004
New +$447K 0.22% 62
2025
Q3 		$408K Buy
9,812
+189
+2% +$7.84K 0.19% 67
2025
Q2 		$400K Hold
9,623
– – 0.2% 65
2025
Q1 		$396K Buy
9,623
+1,993
+26% +$82.9K 0.22% 65
2024
Q4 		$318K Hold
7,630
– – 0.19% 65
2024
Q3 		$319K Sell
7,630
-184
-2% -$7.66K 0.19% 65
2024
Q2 		$327K Buy
7,814
+725
+10% +$30.4K 0.17% 71
2024
Q1 		$299K Buy
7,089
+158
+2% +$6.62K 0.16% 70
2023
Q4 		$291K Buy
+6,931
New +$289K 0.19% 69
2023
Q1 		– Sell
-5,490
Closed -$225K – 83
2022
Q4 		$225K Buy
+5,490
New +$226K 0.19% 76

Other funds holding SRLN

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Aletheian Wealth Advisors's SRLN Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1% in Q3 2026, buying an estimated $4.57K and bringing the position to 11,117 shares worth $449K. The position accounts for 0.18% of the portfolio, ranked #67.

Aletheian Wealth Advisors first reported a position in SRLN in Q4 2022 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Aletheian Wealth Advisors held 11,117 shares of State Street Blackstone Senior Loan ETF worth $449K as of Q3 2026.
  • Aletheian Wealth Advisors bought 113 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $4.57K.
  • State Street Blackstone Senior Loan ETF made up 0.18% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • Aletheian Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.