AI
SRLN icon

Atria Investments’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Atria Investments’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 		$509K Buy
12,687
+5,935
+88% +$241K 0.01% 1437
2025
Q4 		$279K Buy
+6,752
New +$279K ﹤0.01% 1775
2025
Q3 		– Sell
-59,957
Closed -$2.49M – 2138
2025
Q2 		$2.49M Buy
59,957
+16,686
+39% +$683K 0.03% 639
2025
Q1 		$1.78M Buy
43,271
+162
+0.4% +$6.74K 0.02% 752
2024
Q4 		$1.8M Sell
43,109
-66,999
-61% -$2.8M 0.02% 723
2024
Q3 		$4.6M Sell
110,108
-63,307
-37% -$2.63M 0.06% 380
2024
Q2 		$7.25M Buy
173,415
+17,398
+11% +$728K 0.09% 245
2024
Q1 		$6.57M Buy
156,017
+66,101
+74% +$2.77M 0.09% 268
2023
Q4 		$3.77M Buy
89,916
+36,748
+69% +$1.53M 0.06% 371
2023
Q3 		$2.23M Buy
53,168
+10,236
+24% +$428K 0.04% 532
2023
Q2 		$1.8M Sell
42,932
-32,432
-43% -$1.34M 0.03% 594
2023
Q1 		$3.12M Buy
75,364
+34,398
+84% +$1.43M 0.06% 383
2022
Q4 		$1.68M Sell
40,966
-266,062
-87% -$11M 0.03% 569
2022
Q3 		$12.5M Buy
307,028
+16,031
+6% +$679K 0.28% 74
2022
Q2 		$12.1M Sell
290,997
-18,259
-6% -$794K 0.25% 83
2022
Q1 		$13.9M Buy
309,256
+245,835
+388% +$11.1M 0.24% 84
2021
Q4 		$2.89M Buy
63,421
+40,441
+176% +$1.85M 0.05% 422
2021
Q3 		$1.06M Buy
+22,980
New +$1.05M 0.02% 765
2020
Q1 		– Sell
-4,715
Closed -$220K – 1108
2019
Q4 		$220K Buy
+4,715
New +$217K 0.01% 1111
2019
Q1 		– Sell
-59,420
Closed -$2.66M – 1018
2018
Q4 		$2.66M Buy
59,420
+28,592
+93% +$1.33M 0.12% 141
2018
Q3 		$1.46M Sell
30,828
-22,621
-42% -$1.07M 0.06% 298
2018
Q2 		$2.51M Buy
53,449
+4,480
+9% +$212K 0.11% 183
2018
Q1 		$2.32M Buy
48,969
+41,400
+547% +$1.96M 0.11% 195
2017
Q4 		$357K Buy
7,569
+935
+14% +$44.2K 0.02% 594
2017
Q3 		$315K Sell
6,634
-53,302
-89% -$2.52M 0.02% 595
2017
Q2 		$2.84M Buy
59,936
+10,955
+22% +$520K 0.17% 121
2017
Q1 		$2.33M Buy
+48,981
New +$2.33M 0.15% 148

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Atria Investments's SRLN Position: Q1 2026 in Review

Atria Investments increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 88% in Q1 2026, buying an estimated $241K and bringing the position to 12,687 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #1437.

Atria Investments first reported a position in SRLN in Q1 2017 and has held it in 27 quarters since. The position peaked at $13.9M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Atria Investments held 12,687 shares of State Street Blackstone Senior Loan ETF worth $509K as of Q1 2026.
  • Atria Investments bought 5,935 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $241K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1437 holding.
  • Atria Investments first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and has held it in 27 quarters since.
  • Atria Investments's State Street Blackstone Senior Loan ETF position peaked at $13.9M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.