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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Arkadios Wealth Advisors's SRLN Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.2% in Q1 2026, buying an estimated $28.6K and bringing the position to 8,392 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #1306.

Arkadios Wealth Advisors first reported a position in SRLN in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Arkadios Wealth Advisors held 8,392 shares of State Street Blackstone Senior Loan ETF worth $337K as of Q1 2026.
Arkadios Wealth Advisors bought 705 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $28.6K.
State Street Blackstone Senior Loan ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1306 holding.
Arkadios Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 8 quarters since.
Arkadios Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.11M in Q2 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.