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Brendel Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Brendel Financial 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 		– Sell
-69,409
Closed -$2.86M – 122
2025
Q4 		$2.86M Buy
69,409
+9,364
+16% +$387K 1.41% 37
2025
Q3 		$2.5M Sell
60,045
-3,867
-6% -$161K 1.28% 38
2025
Q2 		$2.66M Buy
+63,912
New +$2.62M 1.49% 32
2025
Q1 		– Sell
-60,782
Closed -$2.54M – 105
2024
Q4 		$2.54M Sell
60,782
-6,476
-10% -$271K 1.53% 29
2024
Q3 		$2.81M Sell
67,258
-7,043
-9% -$293K 1.59% 27
2024
Q2 		$3.11M Sell
74,301
-1,080
-1% -$45.2K 1.98% 22
2024
Q1 		$3.17M Sell
75,381
-680
-0.9% -$28.5K 3.63% 11
2023
Q4 		$3.19M Sell
76,061
-920
-1% -$38.3K 2.09% 17
2023
Q3 		$3.23M Buy
76,981
+8,710
+13% +$364K 4.79% 5
2023
Q2 		$2.86M Sell
68,271
-5,764
-8% -$238K 4.3% 9
2023
Q1 		$3.07M Buy
74,035
+13,739
+23% +$572K 2.27% 18
2022
Q4 		$2.47M Sell
60,296
-643
-1% -$26.5K 4.94% 5
2022
Q3 		$2.49M Sell
60,939
-4,227
-6% -$179K 5.91% 2
2022
Q2 		$2.71M Sell
65,166
-54,912
-46% -$2.39M 2.36% 10
2022
Q1 		$5.4M Buy
120,078
+17,050
+17% +$770K 2.94% 6
2021
Q4 		$4.7M Sell
103,028
-519
-0.5% -$23.7K 2.44% 10
2021
Q3 		$4.76M Sell
103,547
-5,796
-5% -$266K 5.68% 2
2021
Q2 		$5.06M Buy
109,343
+16,076
+17% +$739K 2.78% 5
2021
Q1 		$4.27M Buy
93,267
+7,442
+9% +$341K 2.86% 7
2020
Q4 		$3.92M Buy
+85,825
New +$3.86M 2.66% 8
2019
Q4 		– Sell
-9,799
Closed -$454K – 93
2019
Q3 		$454K Sell
9,799
-925
-9% -$42.7K 0.41% 58
2019
Q2 		$496K Sell
10,724
-190
-2% -$8.81K 0.48% 51
2019
Q1 		$503K Sell
10,914
-11,082
-50% -$509K 0.45% 52
2018
Q4 		$983K Buy
+21,996
New +$1.02M 1.13% 36

Other funds holding SRLN

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brendel Financial Advisors's SRLN Position: Q1 2026 in Review

Brendel Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 69,409 shares — an estimated $2.86M sold.

Brendel Financial Advisors first reported a position in SRLN in Q4 2018 and held it in 24 quarters. The position peaked at $5.4M in Q1 2022. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Brendel Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 69,409 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $2.86M.
  • Brendel Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and held it in 24 quarters.
  • Brendel Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $5.4M in Q1 2022.
  • 488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.