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SRLN icon

Apella Capital’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Apella Capital’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 		$2.3M Buy
57,247
+2,417
+4% +$97.8K 0.03% 267
2026
Q2 		$2.21M Buy
54,830
+28
+0.1% +$1.13K 0.03% 249
2026
Q1 		$2.22M Buy
+54,802
New +$2.23M 0.03% 248

Other funds holding SRLN

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 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
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
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

Apella Capital's SRLN Position: Q3 2026 in Review

Apella Capital increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.4% in Q3 2026, buying an estimated $97.8K and bringing the position to 57,247 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #267.

Apella Capital first reported a position in SRLN in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Apella Capital held 57,247 shares of State Street Blackstone Senior Loan ETF worth $2.3M as of Q3 2026.
  • Apella Capital bought 2,417 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $97.8K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of Apella Capital's portfolio in Q3 2026, its #267 holding.
  • Apella Capital first reported a position in State Street Blackstone Senior Loan ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.