AWA
SRLN icon

Authentikos Wealth Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Authentikos Wealth Advisory’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
-1,352
Closed -$56.5K – 150
2024
Q3 		$56.5K Sell
1,352
-5,813
-81% -$242K 0.05% 102
2024
Q2 		$290K Buy
+7,165
New +$300K 0.28% 33

Other funds holding SRLN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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

Authentikos Wealth Advisory's SRLN Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 1,352 shares — an estimated $56.5K sold.

Authentikos Wealth Advisory first reported a position in SRLN in Q2 2024 and held it in 2 quarters. The position peaked at $290K in Q2 2024. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 1,352 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $56.5K.
  • Authentikos Wealth Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and held it in 2 quarters.
  • Authentikos Wealth Advisory's State Street Blackstone Senior Loan ETF position peaked at $290K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.