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

Aptus Capital 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 		$559K Buy
13,866
+7,015
+102% +$283K ﹤0.01% 762
2026
Q1 		$275K Buy
6,851
+6
+0.1% +$244 ﹤0.01% 906
2025
Q4 		$282K Sell
6,845
-7,433
-52% -$307K ﹤0.01% 905
2025
Q3 		$594K Sell
14,278
-6,072
-30% -$252K ﹤0.01% 662
2025
Q2 		$846K Buy
20,350
+8,545
+72% +$350K 0.01% 560
2025
Q1 		$486K Buy
11,805
+987
+9% +$41.1K 0.01% 647
2024
Q4 		$451K Sell
10,818
-63
-0.6% -$2.63K ﹤0.01% 662
2024
Q3 		$454K Sell
10,881
-133
-1% -$5.54K 0.01% 560
2024
Q2 		$460K Sell
11,014
-295
-3% -$12.4K 0.01% 527
2024
Q1 		$476K Buy
11,309
+9,586
+556% +$402K 0.01% 522
2023
Q4 		$72.2K Sell
1,723
-152
-8% -$6.33K ﹤0.01% 640
2023
Q3 		$78.6K Buy
+1,875
New +$78.4K ﹤0.01% 644
2023
Q1 		– Sell
-7,559
Closed -$309K – 889
2022
Q4 		$309K Buy
7,559
+2,331
+45% +$96K 0.01% 405
2022
Q3 		$214K Sell
5,228
-68
-1% -$2.88K 0.01% 428
2022
Q2 		$221K Buy
5,296
+486
+10% +$21.1K 0.01% 359
2022
Q1 		$216K Buy
+4,810
New +$217K 0.01% 412
2020
Q1 		– Sell
-5,075
Closed -$236K – 520
2019
Q4 		$236K Buy
+5,075
New +$234K 0.02% 328

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aptus Capital Advisors's SRLN Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 102% in Q2 2026, buying an estimated $283K and bringing the position to 13,866 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Aptus Capital Advisors first reported a position in SRLN in Q4 2019 and has held it in 17 quarters since. The position peaked at $846K in Q2 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Aptus Capital Advisors held 13,866 shares of State Street Blackstone Senior Loan ETF worth $559K as of Q2 2026.
  • Aptus Capital Advisors bought 7,015 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $283K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #762 holding.
  • Aptus Capital Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 17 quarters since.
  • Aptus Capital Advisors's State Street Blackstone Senior Loan ETF position peaked at $846K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.