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Chesley Taft & Associates’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Chesley Taft & Associates’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
-22,355
Closed -$919K – 344
2025
Q1 		$919K Buy
22,355
+120
+0.5% +$4.99K 0.04% 207
2024
Q4 		$928K Buy
22,235
+1,900
+9% +$79.5K 0.04% 205
2024
Q3 		$849K Buy
20,335
+495
+2% +$20.6K 0.04% 209
2024
Q2 		$829K Buy
19,840
+3,020
+18% +$126K 0.04% 205
2024
Q1 		$708K Buy
16,820
+75
+0.4% +$3.14K 0.04% 215
2023
Q4 		$702K Buy
16,745
+70
+0.4% +$2.92K 0.04% 213
2023
Q3 		$699K Hold
16,675
– – 0.05% 200
2023
Q2 		$698K Sell
16,675
-5,530
-25% -$228K 0.04% 203
2023
Q1 		$921K Sell
22,205
-1,856
-8% -$77.2K 0.06% 179
2022
Q4 		$984K Sell
24,061
-2,135
-8% -$87.9K 0.07% 171
2022
Q3 		$1.07M Sell
26,196
-385
-1% -$16.3K 0.08% 157
2022
Q2 		$1.11M Buy
26,581
+461
+2% +$20K 0.08% 161
2022
Q1 		$1.17M Buy
+26,120
New +$1.18M 0.07% 168
2019
Q2 		– Sell
-16,090
Closed -$741K – 257
2019
Q1 		$741K Buy
16,090
+225
+1% +$10.3K 0.06% 178
2018
Q4 		$709K Sell
15,865
-1,050
-6% -$48.8K 0.07% 171
2018
Q3 		$801K Buy
+16,915
New +$797K 0.06% 187

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
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chesley Taft & Associates's SRLN Position: Q2 2025 in Review

Chesley Taft & Associates sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 22,355 shares — an estimated $919K sold.

Chesley Taft & Associates first reported a position in SRLN in Q3 2018 and held it in 16 quarters. The position peaked at $1.17M in Q1 2022. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

  • Chesley Taft & Associates reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 22,355 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $919K.
  • Chesley Taft & Associates first reported a position in State Street Blackstone Senior Loan ETF in Q3 2018 and held it in 16 quarters.
  • Chesley Taft & Associates's State Street Blackstone Senior Loan ETF position peaked at $1.17M in Q1 2022.
  • 521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Chesley Taft & Associates's 13F filing for Q2 2025, filed 9 Jul 2025.