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 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

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

Aletheian Wealth Advisors's SRLN Position: Q2 2026 in Review

Aletheian Wealth Advisors held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 11,004 shares worth $443K. The position accounts for 0.19% of the portfolio, ranked #67.

Aletheian Wealth Advisors first reported a position in SRLN in Q4 2022 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Aletheian Wealth Advisors held 11,004 shares of State Street Blackstone Senior Loan ETF worth $443K as of Q2 2026.
Aletheian Wealth Advisors left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.19% of Aletheian Wealth Advisors's portfolio in Q2 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 11 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.