Cerity Partners
SRLN icon

Cerity Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Cerity Partners’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 		$13.6M Buy
337,729
+80,835
+31% +$3.28M 0.02% 567
2025
Q4 		$10.6M Buy
256,894
+146,591
+133% +$6.05M 0.02% 613
2025
Q3 		$4.59M Buy
110,303
+1,796
+2% +$74.5K 0.01% 893
2025
Q2 		$4.51M Sell
108,507
-2,366
-2% -$96.8K 0.01% 848
2025
Q1 		$4.56M Sell
110,873
-523
-0.5% -$21.8K 0.01% 765
2024
Q4 		$4.65M Buy
111,396
+13,025
+13% +$545K 0.01% 742
2024
Q3 		$4.11M Sell
98,371
-6,106
-6% -$254K 0.01% 786
2024
Q2 		$4.37M Buy
104,477
+39,009
+60% +$1.63M 0.01% 648
2024
Q1 		$2.76M Buy
65,468
+20,000
+44% +$838K 0.01% 848
2023
Q4 		$1.91M Buy
45,468
+17,509
+63% +$729K 0.01% 784
2023
Q3 		$1.17M Sell
27,959
-8,119
-23% -$339K 0.01% 713
2023
Q2 		$1.51M Sell
36,078
-1,094
-3% -$45.2K 0.01% 805
2023
Q1 		$1.54M Buy
37,172
+7,598
+26% +$316K ﹤0.01% 805
2022
Q4 		$1.21M Sell
29,574
-15,332
-34% -$631K 0.01% 649
2022
Q3 		$1.84M Buy
44,906
+641
+1% +$27.1K 0.02% 383
2022
Q2 		$1.84M Buy
44,265
+30,985
+233% +$1.35M 0.02% 424
2022
Q1 		$597K Buy
13,280
+7,695
+138% +$348K 0.01% 550
2021
Q4 		$255K Buy
+5,585
New +$255K ﹤0.01% 839

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners's SRLN Position: Q1 2026 in Review

Cerity Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 31% in Q1 2026, buying an estimated $3.28M and bringing the position to 337,729 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #567.

Cerity Partners first reported a position in SRLN in Q4 2021 and has held it in 18 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Cerity Partners held 337,729 shares of State Street Blackstone Senior Loan ETF worth $13.6M as of Q1 2026.
  • Cerity Partners bought 80,835 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $3.28M.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #567 holding.
  • Cerity Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and has held it in 18 quarters since.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.