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

Arkadios 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	$289K	Sell	7,170 -1,222	-15%	-$49.4K	﹤0.01%	1421
2026 Q1	$337K	Buy	8,392 +705	+9%	+$28.6K	0.01%	1306
2025 Q4	$317K	Sell	7,687 -826	-10%	-$34.1K	0.01%	1225
2025 Q3	$354K	Sell	8,513 -18,184	-68%	-$755K	0.01%	1092
2025 Q2	$1.11M	Buy	26,697 +13,858	+108%	+$567K	0.03%	532
2025 Q1	$528K	Buy	+12,839	New	+$534K	0.02%	689
2021 Q4	–	Sell	-3,100	Closed	-$142K	–	1622
2021 Q3	$142K	Buy	3,100 +810	+35%	+$37.2K	0.02%	593
2021 Q2	$106K	Buy	2,290 +1,000	+78%	+$46K	0.01%	710
2021 Q1	$59K	Buy	+1,290	New	+$59.2K	0.01%	649

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

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

Arkadios Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 15% in Q2 2026, selling an estimated $49.4K and leaving 7,170 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Arkadios Wealth Advisors first reported a position in SRLN in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Arkadios Wealth Advisors held 7,170 shares of State Street Blackstone Senior Loan ETF worth $289K as of Q2 2026.
Arkadios Wealth Advisors sold 1,222 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $49.4K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1421 holding.
Arkadios Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.11M in Q2 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.