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

Barber 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
2023 Q1	$341K	Sell	8,223 -26	-0.3%	-$1.08K	0.06%	94
2022 Q4	$337K	Sell	8,249 -226	-3%	-$9.3K	0.09%	96
2022 Q3	$346K	Buy	8,475 +43	+0.5%	+$1.82K	0.1%	88
2022 Q2	$351K	Buy	+8,432	New	+$366K	0.06%	94

Other funds holding SRLN

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barber Financial Group's SRLN Position: Q1 2023 in Review

Barber Financial Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.32% in Q1 2023, selling an estimated $1.08K and leaving 8,223 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #94.

Barber Financial Group first reported a position in SRLN in Q2 2022 and has held it in 4 quarters since. The position peaked at $351K in Q2 2022. 482 funds tracked by Wall St. Rank hold SRLN as of Q1 2023.

Barber Financial Group held 8,223 shares of State Street Blackstone Senior Loan ETF worth $341K as of Q1 2023.
Barber Financial Group sold 26 State Street Blackstone Senior Loan ETF shares in Q1 2023, an estimated $1.08K.
State Street Blackstone Senior Loan ETF made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #94 holding.
Barber Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and has held it in 4 quarters since.
Barber Financial Group's State Street Blackstone Senior Loan ETF position peaked at $351K in Q2 2022.
482 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.