CIBC Private Wealth Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

CIBC Private Wealth Group’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 Q4	$603K	Sell	14,615 -403	-3%	-$16.6K	﹤0.01%	827
2025 Q3	$624K	Sell	15,018 -2,319	-13%	-$96.3K	﹤0.01%	802
2025 Q2	$721K	Sell	17,337 -1,721	-9%	-$70.4K	﹤0.01%	739
2025 Q1	$755K	Sell	19,058 -1,186	-6%	-$49.3K	﹤0.01%	707
2024 Q4	$848K	Sell	20,244 -2,737	-12%	-$114K	﹤0.01%	735
2024 Q3	$960K	Sell	22,981 -1,674	-7%	-$69.7K	﹤0.01%	691
2024 Q2	$1.03M	Sell	24,655 -366	-1%	-$15.3K	﹤0.01%	661
2024 Q1	$1.05M	Buy	+25,021	New	+$1.05M	﹤0.01%	666
2022 Q3	–	Sell	-600	Closed	-$25K	–	1162
2022 Q2	$25K	Hold	600	–	–	﹤0.01%	1003
2022 Q1	$27K	Buy	+600	New	+$27.1K	﹤0.01%	1083

Other funds holding SRLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

CIBC Private Wealth Group's SRLN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.7% in Q4 2025, selling an estimated $16.6K and leaving 14,615 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

CIBC Private Wealth Group first reported a position in SRLN in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2024. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

CIBC Private Wealth Group held 14,615 shares of State Street Blackstone Senior Loan ETF worth $603K as of Q4 2025.
CIBC Private Wealth Group sold 403 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $16.6K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #827 holding.
CIBC Private Wealth Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 10 quarters since.
CIBC Private Wealth Group's State Street Blackstone Senior Loan ETF position peaked at $1.05M in Q1 2024.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.