Cetera Investment Advisers
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Cetera Investment Advisers’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Cetera Investment Advisers’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 		$18.7M Sell
462,910
-44,368
-9% -$1.79M 0.02% 797
2026
Q1 		$20.4M Buy
507,278
+195,933
+63% +$7.96M 0.02% 672
2025
Q4 		$12.8M Sell
311,345
-76,901
-20% -$3.17M 0.01% 886
2025
Q3 		$16.1M Buy
388,246
+16,150
+4% +$670K 0.02% 727
2025
Q2 		$15.5M Sell
372,096
-4,697
-1% -$192K 0.03% 619
2025
Q1 		$15.5M Buy
376,793
+64,340
+21% +$2.68M 0.03% 549
2024
Q4 		$13M Buy
312,453
+62,179
+25% +$2.6M 0.03% 603
2024
Q3 		$10.5M Sell
250,274
-5,558
-2% -$231K 0.02% 679
2024
Q2 		$10.7M Buy
255,832
+2,784
+1% +$117K 0.02% 645
2024
Q1 		$10.7M Buy
253,048
+122,389
+94% +$5.13M 0.03% 647
2023
Q4 		$5.48M Sell
130,659
-5,022
-4% -$209K 0.04% 403
2023
Q3 		$5.69M Buy
135,681
+7,403
+6% +$310K 0.05% 372
2023
Q2 		$5.37M Buy
128,278
+7,874
+7% +$325K 0.05% 385
2023
Q1 		$4.99M Sell
120,404
-480
-0.4% -$20K 0.04% 399
2022
Q4 		$4.94M Buy
120,884
+17,323
+17% +$713K 0.05% 390
2022
Q3 		$4.23M Sell
103,561
-1,383
-1% -$58.6K 0.08% 248
2022
Q2 		$4.37M Buy
104,944
+4,275
+4% +$186K 0.07% 294
2022
Q1 		$4.53M Buy
100,669
+7,544
+8% +$341K 0.07% 304
2021
Q4 		$4.25M Buy
93,125
+3,155
+4% +$144K 0.06% 324
2021
Q3 		$4.14M Buy
89,970
+15,369
+21% +$705K 0.07% 302
2021
Q2 		$3.45M Buy
74,601
+6,212
+9% +$286K 0.06% 358
2021
Q1 		$3.13M Buy
68,389
+3,261
+5% +$150K 0.06% 322
2020
Q4 		$2.97M Buy
65,128
+21,781
+50% +$979K 0.06% 333
2020
Q3 		$1.94M Buy
43,347
+2,109
+5% +$93.5K 0.16% 157
2020
Q2 		$1.79M Buy
41,238
+1,845
+5% +$78.2K 0.17% 156
2020
Q1 		$1.58M Sell
39,393
-14,860
-27% -$664K 0.19% 135
2019
Q4 		$2.53M Buy
+54,253
New +$2.5M 0.25% 105

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers's SRLN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 8.7% in Q2 2026, selling an estimated $1.79M and leaving 462,910 shares worth $18.7M. The position accounts for 0.02% of the portfolio, ranked #797.

Cetera Investment Advisers first reported a position in SRLN in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.4M in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Cetera Investment Advisers held 462,910 shares of State Street Blackstone Senior Loan ETF worth $18.7M as of Q2 2026.
  • Cetera Investment Advisers sold 44,368 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $1.79M.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #797 holding.
  • Cetera Investment Advisers first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 27 quarters since.
  • Cetera Investment Advisers's State Street Blackstone Senior Loan ETF position peaked at $20.4M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.