Baird Financial Group
SRLN icon

Baird Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Baird Financial Group’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 		$2.43M Buy
60,415
+5,076
+9% +$206K ﹤0.01% 991
2025
Q4 		$2.28M Sell
55,339
-457
-0.8% -$18.9K ﹤0.01% 1000
2025
Q3 		$2.32M Buy
55,796
+2,422
+5% +$101K ﹤0.01% 999
2025
Q2 		$2.22M Sell
53,374
-12,334
-19% -$505K ﹤0.01% 984
2025
Q1 		$2.7M Sell
65,708
-7,037
-10% -$293K 0.01% 878
2024
Q4 		$3.04M Buy
72,745
+19,969
+38% +$835K 0.01% 845
2024
Q3 		$2.2M Buy
52,776
+17,250
+49% +$718K ﹤0.01% 934
2024
Q2 		$1.48M Buy
+35,526
New +$1.49M ﹤0.01% 1046
2024
Q1 		– Sell
-18,801
Closed -$788K – 1797
2023
Q4 		$788K Buy
18,801
+11,863
+171% +$494K ﹤0.01% 1205
2023
Q3 		$291K Sell
6,938
-4,571
-40% -$191K ﹤0.01% 1510
2023
Q2 		$482K Sell
11,509
-27,460
-70% -$1.13M ﹤0.01% 1358
2023
Q1 		$1.62M Sell
38,969
-23,171
-37% -$964K ﹤0.01% 953
2022
Q4 		$2.54M Buy
62,140
+6,382
+11% +$263K 0.01% 796
2022
Q3 		$2.28M Sell
55,758
-1,554
-3% -$65.8K 0.01% 780
2022
Q2 		$2.39M Sell
57,312
-77,931
-58% -$3.39M 0.01% 793
2022
Q1 		$6.08M Buy
135,243
+12,455
+10% +$563K 0.02% 556
2021
Q4 		$5.6M Buy
122,788
+9,039
+8% +$413K 0.01% 592
2021
Q3 		$5.24M Buy
113,749
+4,810
+4% +$221K 0.01% 583
2021
Q2 		$5.04M Buy
108,939
+17,845
+20% +$821K 0.01% 589
2021
Q1 		$4.17M Buy
91,094
+12,080
+15% +$554K 0.01% 634
2020
Q4 		$3.61M Sell
79,014
-2,815
-3% -$127K 0.01% 638
2020
Q3 		$3.66M Buy
81,829
+1,432
+2% +$63.5K 0.01% 571
2020
Q2 		$3.49M Buy
+80,397
New +$3.41M 0.01% 577
2019
Q3 		– Sell
-9,302
Closed -$430K – 1551
2019
Q2 		$430K Sell
9,302
-3,383
-27% -$157K ﹤0.01% 1240
2019
Q1 		$584K Sell
12,685
-521
-4% -$23.9K ﹤0.01% 986
2018
Q4 		$590K Sell
13,206
-160
-1% -$7.43K ﹤0.01% 941
2018
Q3 		$631K Buy
13,366
+623
+5% +$29.4K ﹤0.01% 976
2018
Q2 		$599K Buy
+12,743
New +$602K ﹤0.01% 960

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Baird Financial Group's SRLN Position: Q1 2026 in Review

Baird Financial Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.2% in Q1 2026, buying an estimated $206K and bringing the position to 60,415 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Baird Financial Group first reported a position in SRLN in Q2 2018 and has held it in 28 quarters since. The position peaked at $6.08M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Baird Financial Group held 60,415 shares of State Street Blackstone Senior Loan ETF worth $2.43M as of Q1 2026.
  • Baird Financial Group bought 5,076 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $206K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #991 holding.
  • Baird Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2018 and has held it in 28 quarters since.
  • Baird Financial Group's State Street Blackstone Senior Loan ETF position peaked at $6.08M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.