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

Arete 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 		$550K Sell
13,612
-554
-4% -$22.4K 0.03% 303
2026
Q2 		$571K Buy
14,166
+733
+5% +$29.6K 0.04% 276
2026
Q1 		$539K Buy
13,433
+188
+1% +$7.63K 0.04% 268
2025
Q4 		$547K Sell
13,245
-586
-4% -$24.2K 0.04% 294
2025
Q3 		$574K Buy
13,831
+4,119
+42% +$171K 0.04% 280
2025
Q2 		$404K Sell
9,712
-208
-2% -$8.51K 0.03% 480
2025
Q1 		$408K Buy
9,920
+1,016
+11% +$42.3K 0.03% 445
2024
Q4 		$372K Buy
8,904
+1,254
+16% +$52.5K 0.03% 501
2024
Q3 		$319K Sell
7,650
-5,996
-44% -$250K 0.03% 503
2024
Q2 		$570K Sell
13,646
-2,652
-16% -$111K 0.05% 359
2024
Q1 		$686K Sell
16,298
-102
-0.6% -$4.28K 0.06% 264
2023
Q4 		$688K Buy
16,400
+7,255
+79% +$302K 0.05% 327
2023
Q3 		$383K Sell
9,145
-9,916
-52% -$415K 0.07% 289
2023
Q2 		$798K Buy
19,061
+5,355
+39% +$221K 0.07% 256
2023
Q1 		$568K Buy
13,706
+1,105
+9% +$46K 0.05% 317
2022
Q4 		$515K Sell
12,601
-56,466
-82% -$2.32M 0.05% 319
2022
Q3 		$2.82M Buy
69,067
+3,988
+6% +$169K 0.28% 74
2022
Q2 		$2.71M Sell
65,079
-662
-1% -$28.8K 0.27% 77
2022
Q1 		$2.96M Buy
65,741
+5,565
+9% +$251K 0.25% 86
2021
Q4 		$2.75M Buy
60,176
+1,258
+2% +$57.5K 0.23% 83
2021
Q3 		$2.71M Buy
58,918
+4,263
+8% +$196K 0.3% 71
2021
Q2 		$25K Buy
54,655
+30,194
+123% +$1.39M ﹤0.01% 366
2021
Q1 		$1.12M Buy
+24,461
New +$1.12M 0.14% 148
2019
Q4 		– Sell
-5,209
Closed -$241K – 427
2019
Q3 		$241K Sell
5,209
-7,484
-59% -$345K 0.05% 336
2019
Q2 		$587K Buy
12,693
+3,711
+41% +$172K 0.11% 198
2019
Q1 		$414K Sell
8,982
-100,710
-92% -$4.63M 0.09% 237
2018
Q4 		$4.9M Buy
109,692
+13,830
+14% +$643K 1.19% 12
2018
Q3 		$4.54M Buy
95,862
+58,180
+154% +$2.74M 1.01% 14
2018
Q2 		$1.77M Buy
+37,682
New +$1.78M 0.42% 58

Other funds holding SRLN

Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CNO Financial Group
CNO Financial Group Carmel, Indiana $170M AUM 5.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

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

Arete Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.9% in Q3 2026, selling an estimated $22.4K and leaving 13,612 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #303.

Arete Wealth Advisors first reported a position in SRLN in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.9M in Q4 2018. 314 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Arete Wealth Advisors held 13,612 shares of State Street Blackstone Senior Loan ETF worth $550K as of Q3 2026.
  • Arete Wealth Advisors sold 554 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $22.4K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q3 2026, its #303 holding.
  • Arete Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2018 and has held it in 29 quarters since.
  • Arete Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $4.9M in Q4 2018.
  • 314 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.