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B. Riley Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

B. Riley Wealth Advisors’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 		$321K Buy
7,991
+73
+0.9% +$2.95K 0.02% 604
2026
Q1 		$316K Sell
7,918
-251
-3% -$10.2K 0.02% 568
2025
Q4 		$337K Buy
8,169
+3
+0% +$124 0.02% 668
2025
Q3 		$340K Sell
8,166
-1,883
-19% -$78.2K 0.02% 668
2025
Q2 		$418K Buy
+10,049
New +$411K 0.02% 597
2024
Q4 		$876K Buy
20,986
+494
+2% +$20.7K 0.03% 495
2024
Q3 		$857K Sell
20,492
-8,186
-29% -$341K 0.02% 546
2024
Q2 		$1.2M Buy
28,678
+12,477
+77% +$522K 0.03% 479
2024
Q1 		$679K Sell
16,201
-7,189
-31% -$301K 0.02% 650
2023
Q4 		$981K Buy
23,390
+7,189
+44% +$299K 0.03% 535
2023
Q3 		$679K Buy
16,201
+1,368
+9% +$57.2K 0.02% 650
2023
Q2 		$621K Sell
14,833
-1,842
-11% -$76.1K 0.01% 761
2023
Q1 		$691K Sell
16,675
-2,717
-14% -$113K 0.02% 685
2022
Q4 		$793K Sell
19,392
-10,309
-35% -$424K 0.02% 615
2022
Q3 		$1.22M Sell
29,701
-2,008
-6% -$85K 0.04% 443
2022
Q2 		$1.32M Buy
31,709
+9,206
+41% +$400K 0.06% 334
2022
Q1 		$1.01M Sell
22,503
-48,456
-68% -$2.19M 0.03% 482
2021
Q4 		$3.24M Buy
70,959
+47,687
+205% +$2.18M 0.09% 238
2021
Q3 		$1.07M Sell
23,272
-1,968
-8% -$90.3K 0.03% 498
2021
Q2 		$1.17M Buy
25,240
+1,713
+7% +$78.8K 0.04% 471
2021
Q1 		$1.08M Buy
23,527
+3,003
+15% +$138K 0.04% 459
2020
Q4 		$937K Sell
20,524
-8,190
-29% -$368K 0.05% 350
2020
Q3 		$1.27M Buy
28,714
+5,329
+23% +$236K 0.07% 273
2020
Q2 		$1.01M Sell
23,385
-532
-2% -$22.5K 0.07% 277
2020
Q1 		$957K Buy
23,917
+6,969
+41% +$311K 0.08% 251
2019
Q4 		$790K Buy
16,948
+1,585
+10% +$73K 0.07% 286
2019
Q3 		$712K Sell
15,363
-209
-1% -$9.64K 0.07% 294
2019
Q2 		$720K Buy
15,572
+3,728
+31% +$173K 0.08% 263
2019
Q1 		$546K Buy
11,844
+486
+4% +$22.3K 0.07% 309
2018
Q4 		$508K Sell
11,358
-3,738
-25% -$174K 0.07% 293
2018
Q3 		$715K Sell
15,096
-3,195
-17% -$151K 0.09% 250
2018
Q2 		$860K Buy
18,291
+700
+4% +$33.1K 0.11% 196
2018
Q1 		$835K Sell
17,591
-20,050
-53% -$950K 0.12% 193
2017
Q4 		$1.78M Sell
37,641
-3,254
-8% -$154K 0.24% 113
2017
Q3 		$1.94M Sell
40,895
-366
-0.9% -$17.3K 0.32% 86
2017
Q2 		$1.96M Buy
41,261
+222
+0.5% +$10.5K 0.36% 73
2017
Q1 		$1.95M Sell
41,039
-2,426
-6% -$115K 0.39% 63
2016
Q4 		$2.06M Sell
43,465
-1,921
-4% -$90.8K 0.42% 54
2016
Q3 		$1.06M Sell
45,386
-1,529
-3% -$72K 0.21% 125
2016
Q2 		$1.07M Sell
46,915
-521
-1% -$24.3K 0.21% 123
2016
Q1 		$1.03M Buy
47,436
+8,758
+23% +$402K 0.24% 102
2015
Q4 		$1.78M Buy
38,678
+5,146
+15% +$242K 0.36% 67
2015
Q3 		$1.6M Sell
33,532
-1,408
-4% -$68.4K 0.38% 56
2015
Q2 		$1.72M Sell
34,940
-773
-2% -$38.2K 0.43% 51
2015
Q1 		$1.76M Sell
35,713
-28,252
-44% -$1.38M 0.43% 50
2014
Q4 		$16.4K Buy
63,965
+30,709
+92% +$1.5M 0.35% 42
2014
Q3 		$1.63M Sell
33,256
-35,519
-52% -$1.76M 0.43% 45
2014
Q2 		$1.71M Buy
68,775
+25,906
+60% +$1.29M 0.4% 42
2014
Q1 		$2.14M Buy
42,869
+15,221
+55% +$762K 0.65% 26
2013
Q4 		$1.38M Buy
27,648
+4,637
+20% +$232K 0.44% 44
2013
Q3 		$1.15M Buy
+23,011
New +$1.15M 0.39% 55

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

B. Riley Wealth Advisors's SRLN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.92% in Q2 2026, buying an estimated $2.95K and bringing the position to 7,991 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #604.

B. Riley Wealth Advisors first reported a position in SRLN in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.24M in Q4 2021. 95 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • B. Riley Wealth Advisors held 7,991 shares of State Street Blackstone Senior Loan ETF worth $321K as of Q2 2026.
  • B. Riley Wealth Advisors bought 73 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $2.95K.
  • State Street Blackstone Senior Loan ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #604 holding.
  • B. Riley Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $3.24M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.