Betterment LLC’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Betterment LLC’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	$1M	Buy	24,930 +2,149	+9%	+$86.8K	﹤0.01%	342
2026 Q1	$914K	Buy	22,781 +1,740	+8%	+$70.6K	﹤0.01%	338
2025 Q4	$868K	Buy	21,041 +2,118	+11%	+$87.4K	﹤0.01%	317
2025 Q3	$787K	Buy	18,923 +1,418	+8%	+$58.9K	﹤0.01%	318
2025 Q2	$728K	Buy	17,505 +215	+1%	+$8.8K	﹤0.01%	306
2025 Q1	$711K	Buy	17,290 +4,821	+39%	+$201K	﹤0.01%	297
2024 Q4	$520K	Buy	12,469 +1,028	+9%	+$43K	﹤0.01%	321
2024 Q3	$478K	Buy	11,441 +884	+8%	+$36.8K	﹤0.01%	315
2024 Q2	$441K	Buy	10,557 +1,067	+11%	+$44.7K	﹤0.01%	299
2024 Q1	$400K	Buy	+9,490	New	+$398K	﹤0.01%	281
2022 Q1	–	Sell	-9,833	Closed	-$449K	–	228
2021 Q4	$449K	Buy	9,833 +59	+0.6%	+$2.7K	﹤0.01%	166
2021 Q3	$450K	Buy	+9,774	New	+$449K	﹤0.01%	156

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

Betterment LLC's SRLN Position: Q2 2026 in Review

Betterment LLC increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.4% in Q2 2026, buying an estimated $86.8K and bringing the position to 24,930 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Betterment LLC first reported a position in SRLN in Q3 2021 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Betterment LLC held 24,930 shares of State Street Blackstone Senior Loan ETF worth $1M as of Q2 2026.
Betterment LLC bought 2,149 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $86.8K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #342 holding.
Betterment LLC first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and has held it in 12 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.