Belpointe Asset Management
SRLN icon

Belpointe Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Belpointe Asset Management’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
Q3 		$396K Buy
9,800
+305
+3% +$12.3K 0.01% 812
2026
Q2 		$383K Buy
9,495
+4,365
+85% +$176K 0.01% 813
2026
Q1 		$206K Buy
+5,130
New +$208K 0.01% 1009
2024
Q4 		– Sell
-2
Closed -$91 – 942
2024
Q3 		$91 Buy
+2
New +$83 ﹤0.01% 920
2023
Q2 		– Sell
-9,996
Closed -$414K – 3008
2023
Q1 		$414K Sell
9,996
-3,858
-28% -$161K 0.02% 624
2022
Q4 		$567K Sell
13,854
-55,313
-80% -$2.28M 0.03% 481
2022
Q3 		$2.83M Sell
69,167
-22,727
-25% -$962K 0.19% 103
2022
Q2 		$3.83M Sell
91,894
-2,693
-3% -$117K 0.26% 77
2022
Q1 		$4.25M Sell
94,587
-83,655
-47% -$3.78M 0.26% 68
2021
Q4 		$8.13M Buy
178,242
+142,857
+404% +$6.53M 0.51% 27
2021
Q3 		$1.63M Buy
35,385
+23,009
+186% +$1.06M 0.11% 188
2021
Q2 		$573K Buy
+12,376
New +$569K 0.04% 455
2021
Q1 		– Sell
-2,261
Closed -$103K – 1069
2020
Q4 		$103K Buy
+2,261
New +$102K 0.01% 939

Other funds holding SRLN

Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CNO Financial Group
CNO Financial Group Carmel, Indiana $170M AUM 5.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Belpointe Asset Management's SRLN Position: Q3 2026 in Review

Belpointe Asset Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.2% in Q3 2026, buying an estimated $12.3K and bringing the position to 9,800 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #812.

Belpointe Asset Management first reported a position in SRLN in Q4 2020 and has held it in 13 quarters since. The position peaked at $8.13M in Q4 2021. 321 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Belpointe Asset Management held 9,800 shares of State Street Blackstone Senior Loan ETF worth $396K as of Q3 2026.
  • Belpointe Asset Management bought 305 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $12.3K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #812 holding.
  • Belpointe Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and has held it in 13 quarters since.
  • Belpointe Asset Management's State Street Blackstone Senior Loan ETF position peaked at $8.13M in Q4 2021.
  • 321 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.