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Blake Schutter Theil Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SRLN Stock Details SRLN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$496K Sell
11,920
-5,945
-33% -$247K 0.56% 55
2025
Q1 		$735K Buy
17,865
+3,759
+27% +$155K 0.83% 33
2024
Q4 		$589K Buy
14,106
+34
+0.2% +$1.42K 0.62% 41
2024
Q3 		$588K Buy
+14,072
New +$588K 0.42% 67