Beacon Capital Management Inc (Ohio)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Beacon Capital Management Inc (Ohio)’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	–	Sell	-1,938	Closed	-$77.8K	–	143
2026 Q1	$77.8K	Buy	1,938 +1,092	+129%	+$44.3K	﹤0.01%	66
2025 Q4	$34.9K	Buy	846 +334	+65%	+$13.8K	﹤0.01%	65
2025 Q3	$21.3K	Buy	+512	New	+$21.3K	﹤0.01%	82
2017 Q4	–	Sell	-113	Closed	-$5K	–	118
2017 Q3	$5K	Buy	+113	New	+$5.35K	﹤0.01%	56

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SRLN Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 1,938 shares — an estimated $77.8K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SRLN in Q3 2017 and held it in 4 quarters. The position peaked at $77.8K in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Beacon Capital Management Inc (Ohio) reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 1,938 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $77.8K.
Beacon Capital Management Inc (Ohio) first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and held it in 4 quarters.
Beacon Capital Management Inc (Ohio)'s State Street Blackstone Senior Loan ETF position peaked at $77.8K in Q1 2026.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.