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Burleson & Co’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Burleson & Co’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
2022
Q4 		$3.85K Hold
94
– – ﹤0.01% 314
2022
Q3 		$4K Hold
94
– – ﹤0.01% 320
2022
Q2 		$4K Buy
+94
New +$4.08K ﹤0.01% 303

Other funds holding SRLN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burleson & Co's SRLN Position: Q4 2022 in Review

Burleson & Co held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q4 2022 at 94 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Burleson & Co first reported a position in SRLN in Q2 2022 and has held it in 3 quarters since. The position peaked at $4K in Q3 2022. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

  • Burleson & Co held 94 shares of State Street Blackstone Senior Loan ETF worth $3.85K as of Q4 2022.
  • Burleson & Co left its State Street Blackstone Senior Loan ETF share count unchanged in Q4 2022.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #314 holding.
  • Burleson & Co first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and has held it in 3 quarters since.
  • Burleson & Co's State Street Blackstone Senior Loan ETF position peaked at $4K in Q3 2022.
  • 513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.