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Beacon Pointe Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Beacon Pointe 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
2026
Q2 		$2.4M Sell
59,664
-1,264
-2% -$51.1K 0.01% 702
2026
Q1 		$2.45M Buy
60,928
+2,055
+3% +$83.4K 0.01% 671
2025
Q4 		$2.43M Sell
58,873
-14,331
-20% -$592K 0.02% 547
2025
Q3 		$3.04M Sell
73,204
-3,829
-5% -$159K 0.03% 455
2025
Q2 		$3.2M Sell
77,033
-7,329
-9% -$300K 0.03% 393
2025
Q1 		$3.47M Sell
84,362
-14,461
-15% -$601K 0.04% 360
2024
Q4 		$4.12M Sell
98,823
-29,368
-23% -$1.23M 0.05% 319
2024
Q3 		$5.35M Sell
128,191
-27,158
-17% -$1.13M 0.06% 276
2024
Q2 		$6.49M Buy
155,349
+24,630
+19% +$1.03M 0.08% 229
2024
Q1 		$5.5M Sell
130,719
-6,175
-5% -$259K 0.06% 270
2023
Q4 		$5.74M Sell
136,894
-21,063
-13% -$877K 0.07% 248
2023
Q3 		$6.62M Sell
157,957
-5,385
-3% -$225K 0.08% 218
2023
Q2 		$6.84M Sell
163,342
-15,232
-9% -$629K 0.11% 170
2023
Q1 		$7.4M Buy
178,574
+101,414
+131% +$4.22M 0.13% 165
2022
Q4 		$3.16M Sell
77,160
-41,689
-35% -$1.72M 0.06% 274
2022
Q3 		$4.85M Sell
118,849
-78,948
-40% -$3.34M 0.11% 176
2022
Q2 		$8.23M Sell
197,797
-32,408
-14% -$1.41M 0.17% 130
2022
Q1 		$10.3M Buy
230,205
+220,205
+2,202% +$9.95M 0.14% 149
2021
Q4 		$456K Hold
10,000
– – 0.01% 596
2021
Q3 		$460K Buy
+10,000
New +$459K 0.01% 558

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Pointe Advisors's SRLN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.1% in Q2 2026, selling an estimated $51.1K and leaving 59,664 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #702.

Beacon Pointe Advisors first reported a position in SRLN in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.3M in Q1 2022. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Beacon Pointe Advisors held 59,664 shares of State Street Blackstone Senior Loan ETF worth $2.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,264 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $51.1K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #702 holding.
  • Beacon Pointe Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's State Street Blackstone Senior Loan ETF position peaked at $10.3M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.