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BBJS Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

BBJS Financial 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
2024
Q3 		$2.31M Buy
+55,331
New +$2.3M 0.82% 25

Other funds holding SRLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

BBJS Financial Advisors's SRLN Position: Q3 2024 in Review

BBJS Financial Advisors opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2024: 55,331 shares worth $2.31M. The stake represents 0.82% of the portfolio and ranks #25 among its holdings.

505 funds tracked by Wall St. Rank hold SRLN as of Q3 2024.

  • BBJS Financial Advisors held 55,331 shares of State Street Blackstone Senior Loan ETF worth $2.31M as of Q3 2024.
  • State Street Blackstone Senior Loan ETF was a new BBJS Financial Advisors position in Q3 2024.
  • State Street Blackstone Senior Loan ETF made up 0.82% of BBJS Financial Advisors's portfolio in Q3 2024, its #25 holding.
  • 505 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.