Capital Advisors Ltd’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Capital Advisors Ltd’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	$3K	Hold	75	–	–	﹤0.01%	1072
2026 Q1	$3K	Hold	75	–	–	﹤0.01%	1057
2025 Q4	$3K	Hold	75	–	–	﹤0.01%	1037
2025 Q3	$3K	Hold	75	–	–	﹤0.01%	1024
2025 Q2	$3K	Hold	75	–	–	﹤0.01%	1018
2025 Q1	$3K	Buy	+75	New	+$3.12K	﹤0.01%	1008
2022 Q4	–	Sell	-130	Closed	-$5K	–	1615
2022 Q3	$5K	Buy	+130	New	+$5.5K	﹤0.01%	648

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

Capital Advisors Ltd's SRLN Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 75 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Capital Advisors Ltd first reported a position in SRLN in Q3 2022 and has held it in 7 quarters since. The position peaked at $5K in Q3 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Capital Advisors Ltd held 75 shares of State Street Blackstone Senior Loan ETF worth $3K as of Q2 2026.
Capital Advisors Ltd left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1072 holding.
Capital Advisors Ltd first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and has held it in 7 quarters since.
Capital Advisors Ltd's State Street Blackstone Senior Loan ETF position peaked at $5K in Q3 2022.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.