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Avaii Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Avaii Wealth Management’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
Q1 		– Sell
-6,858
Closed -$286K – 136
2024
Q4 		$286K Buy
+6,858
New +$287K 0.14% 97

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avaii Wealth Management's SRLN Position: Q1 2025 in Review

Avaii Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2025, closing a stake of 6,858 shares — an estimated $286K sold.

Avaii Wealth Management first reported a position in SRLN in Q4 2024 and held it in 1 quarter. The position peaked at $286K in Q4 2024. 525 funds tracked by Wall St. Rank hold SRLN as of Q1 2025.

  • Avaii Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 6,858 State Street Blackstone Senior Loan ETF shares in Q1 2025, an estimated $286K.
  • Avaii Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and held it in 1 quarter.
  • Avaii Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $286K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2025.

Based on Avaii Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.