Cascadia Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$813K Buy
17,676
+1,432
+9% +$65.7K 0.16% 136
2021
Q2
$752K Buy
16,244
+279
+2% +$12.8K 0.16% 138
2021
Q1
$730K Buy
+15,965
New +$733K 0.16% 137

Other funds holding SRLN

Cascadia Advisory Services's SRLN Position: Q3 2021 in Review

Cascadia Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 8.8% in Q3 2021, buying an estimated $65.7K and bringing the position to 17,676 shares worth $813K. The position accounts for 0.16% of the portfolio, ranked #136.

Cascadia Advisory Services first reported a position in SRLN in Q1 2021 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold SRLN as of Q3 2021.

  • Cascadia Advisory Services held 17,676 shares of State Street Blackstone Senior Loan ETF worth $813K as of Q3 2021.
  • Cascadia Advisory Services bought 1,432 State Street Blackstone Senior Loan ETF shares in Q3 2021, an estimated $65.7K.
  • State Street Blackstone Senior Loan ETF made up 0.16% of Cascadia Advisory Services's portfolio in Q3 2021, its #136 holding.
  • Cascadia Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 3 quarters since.
  • 388 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.