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

AXS 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	$2.42M	Buy	60,287 +22,176	+58%	+$900K	0.98%	21
2025 Q4	$1.57M	Buy	38,111 +100	+0.3%	+$4.13K	0.54%	42
2025 Q3	$1.58M	Sell	38,011 -13,017	-26%	-$540K	0.5%	45
2025 Q2	$2.12M	Buy	+51,028	New	+$2.09M	0.87%	33
2025 Q1	–	Sell	-36,182	Closed	-$1.51M	–	237
2024 Q4	$1.51M	Sell	36,182 -1,564	-4%	-$65.4K	0.42%	79
2024 Q3	$1.58M	Sell	37,746 -9,220	-20%	-$384K	0.42%	103
2024 Q2	$1.96M	Sell	46,966 -34	-0.1%	-$1.42K	0.55%	52
2024 Q1	$1.98M	Buy	47,000 +2,000	+4%	+$83.8K	0.47%	56
2023 Q4	$1.89M	Sell	45,000 -42,000	-48%	-$1.75M	0.45%	67
2023 Q3	$3.65M	Buy	87,000 +30,000	+53%	+$1.25M	0.94%	19
2023 Q2	$2.39M	Buy	+57,000	New	+$2.35M	0.64%	33

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

AXS Investments's SRLN Position: Q1 2026 in Review

AXS Investments increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 58% in Q1 2026, buying an estimated $900K and bringing the position to 60,287 shares worth $2.42M. The position accounts for 0.98% of the portfolio, ranked #21.

AXS Investments first reported a position in SRLN in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q3 2023. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

AXS Investments held 60,287 shares of State Street Blackstone Senior Loan ETF worth $2.42M as of Q1 2026.
AXS Investments bought 22,176 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $900K.
State Street Blackstone Senior Loan ETF made up 0.98% of AXS Investments's portfolio in Q1 2026, its #21 holding.
AXS Investments first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 11 quarters since.
AXS Investments's State Street Blackstone Senior Loan ETF position peaked at $3.65M in Q3 2023.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.