Capital A Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Capital A Wealth 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
2025 Q2	–	Sell	-12	Closed	-$494	–	789
2025 Q1	$494	Sell	12 -14	-54%	-$582	﹤0.01%	630
2024 Q4	$1.08K	Buy	+26	New	+$1.09K	﹤0.01%	550

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital A Wealth Management's SRLN Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 12 shares — an estimated $494 sold.

Capital A Wealth Management first reported a position in SRLN in Q4 2024 and held it in 2 quarters. The position peaked at $1.08K in Q4 2024. 522 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Capital A Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 12 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $494.
Capital A Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.08K in Q4 2024.
522 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.