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

Alteri Wealth’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	$4.07M	Buy	100,915 +3,161	+3%	+$128K	1.12%	13
2026 Q1	$3.92M	Buy	97,754 +5,432	+6%	+$221K	1.27%	13
2025 Q4	$3.81M	Buy	92,322 +5,214	+6%	+$215K	1.23%	14
2025 Q3	$3.62M	Buy	87,108 +6,950	+9%	+$288K	1.24%	13
2025 Q2	$3.33M	Buy	80,158 +8,037	+11%	+$329K	1.29%	12
2025 Q1	$2.97M	Buy	72,121 +28,428	+65%	+$1.18M	1.3%	12
2024 Q4	$1.82M	Buy	+43,693	New	+$1.83M	0.5%	22

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Alteri Wealth's SRLN Position: Q2 2026 in Review

Alteri Wealth increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.2% in Q2 2026, buying an estimated $128K and bringing the position to 100,915 shares worth $4.07M. The position accounts for 1.12% of the portfolio, ranked #13.

Alteri Wealth first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Alteri Wealth held 100,915 shares of State Street Blackstone Senior Loan ETF worth $4.07M as of Q2 2026.
Alteri Wealth bought 3,161 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $128K.
State Street Blackstone Senior Loan ETF made up 1.12% of Alteri Wealth's portfolio in Q2 2026, its #13 holding.
Alteri Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.