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

Atria Wealth Solutions’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
2025 Q2	$2.09M	Sell	50,432 -7,620	-13%	-$312K	0.05%	406
2025 Q1	$2.39M	Sell	58,052 -844	-1%	-$35.1K	0.03%	568
2024 Q4	$2.46M	Sell	58,896 -13,112	-18%	-$548K	0.03%	568
2024 Q3	$3.01M	Buy	72,008 +1,655	+2%	+$68.9K	0.03%	493
2024 Q2	$2.94M	Buy	70,353 +159	+0.2%	+$6.66K	0.03%	495
2024 Q1	$2.96M	Buy	70,194 +5,110	+8%	+$214K	0.03%	502
2023 Q4	$2.73M	Sell	65,084 -5,243	-7%	-$218K	0.03%	501
2023 Q3	$2.95M	Buy	70,327 +1,000	+1%	+$41.8K	0.04%	439
2023 Q2	$2.9M	Buy	69,327 +337	+0.5%	+$13.9K	0.04%	447
2023 Q1	$2.86M	Sell	68,990 -52,386	-43%	-$2.18M	0.04%	418
2022 Q4	$4.96M	Sell	121,376 -55,772	-31%	-$2.3M	0.08%	254
2022 Q3	$7.24M	Sell	177,148 -33,496	-16%	-$1.42M	0.13%	173
2022 Q2	$8.77M	Buy	210,644 +21,050	+11%	+$915K	0.16%	136
2022 Q1	$8.52M	Buy	+189,594	New	+$8.56M	0.14%	153

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

Atria Wealth Solutions's SRLN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 13% in Q2 2025, selling an estimated $312K and leaving 50,432 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #406.

Atria Wealth Solutions first reported a position in SRLN in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.77M in Q2 2022. 523 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Atria Wealth Solutions held 50,432 shares of State Street Blackstone Senior Loan ETF worth $2.09M as of Q2 2025.
Atria Wealth Solutions sold 7,620 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $312K.
State Street Blackstone Senior Loan ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #406 holding.
Atria Wealth Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Blackstone Senior Loan ETF position peaked at $8.77M in Q2 2022.
523 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.