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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Beacon Pointe Advisors's SRLN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.5% in Q1 2026, buying an estimated $83.4K and bringing the position to 60,928 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #671.

Beacon Pointe Advisors first reported a position in SRLN in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Beacon Pointe Advisors held 60,928 shares of State Street Blackstone Senior Loan ETF worth $2.45M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,055 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $83.4K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #671 holding.
  • Beacon Pointe Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's State Street Blackstone Senior Loan ETF position peaked at $10.3M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.