Arrowroot Family Office’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Arrowroot Family Office’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
2024 Q4	–	Sell	-4,853	Closed	-$203K	–	140
2024 Q3	$203K	Sell	4,853 -755	-13%	-$31.4K	0.12%	125
2024 Q2	$234K	Sell	5,608 -913	-14%	-$38.2K	0.15%	111
2024 Q1	$275K	Buy	6,521 +17	+0.3%	+$712	0.18%	108
2023 Q4	$273K	Sell	6,504 -4,750	-42%	-$198K	0.19%	107
2023 Q3	$472K	Sell	11,254 -217	-2%	-$9.07K	0.37%	64
2023 Q2	$480K	Sell	11,471 -11,391	-50%	-$470K	0.36%	71
2023 Q1	$948K	Buy	+22,862	New	+$951K	0.81%	37

Other funds holding SRLN

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SIM

Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Arrowroot Family Office's SRLN Position: Q4 2024 in Review

Arrowroot Family Office sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 4,853 shares — an estimated $203K sold.

Arrowroot Family Office first reported a position in SRLN in Q1 2023 and held it in 7 quarters. The position peaked at $948K in Q1 2023. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

Arrowroot Family Office reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
Arrowroot Family Office sold 4,853 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $203K.
Arrowroot Family Office first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and held it in 7 quarters.
Arrowroot Family Office's State Street Blackstone Senior Loan ETF position peaked at $948K in Q1 2023.
528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.