Axis Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Axis Wealth Partners’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 Q2	$238K	Sell	5,908 -176	-3%	-$7.11K	0.11%	163
2026 Q1	$244K	Buy	6,084 +92	+2%	+$3.73K	0.13%	153
2025 Q4	$247K	Sell	5,992 -18	-0.3%	-$743	0.14%	146
2025 Q3	$250K	Buy	6,010 +70	+1%	+$2.91K	0.15%	143
2025 Q2	$247K	Sell	5,940 -237	-4%	-$9.7K	0.16%	129
2025 Q1	$254K	Buy	6,177 +27	+0.4%	+$1.12K	0.19%	125
2024 Q4	$257K	Buy	+6,150	New	+$257K	0.22%	117

Other funds holding SRLN

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

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

APSPRSPT

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axis Wealth Partners's SRLN Position: Q2 2026 in Review

Axis Wealth Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.9% in Q2 2026, selling an estimated $7.11K and leaving 5,908 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #163.

Axis Wealth Partners first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q4 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Axis Wealth Partners held 5,908 shares of State Street Blackstone Senior Loan ETF worth $238K as of Q2 2026.
Axis Wealth Partners sold 176 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $7.11K.
State Street Blackstone Senior Loan ETF made up 0.11% of Axis Wealth Partners's portfolio in Q2 2026, its #163 holding.
Axis Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $257K in Q4 2024.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.