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Beacon Financial Strategies’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Beacon Financial Strategies’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 		$37.3K Buy
+925
New +$37.4K 0.02% 117

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
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Beacon Financial Strategies's SRLN Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 925 shares worth $37.3K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings.

61 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Beacon Financial Strategies held 925 shares of State Street Blackstone Senior Loan ETF worth $37.3K as of Q2 2026.
  • State Street Blackstone Senior Loan ETF was a new Beacon Financial Strategies position in Q2 2026.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #117 holding.
  • 61 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.