Claraphi Advisory Network’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$566K	Buy	+13,836	New	+$570K	0.23%	119

Other funds holding SRLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Claraphi Advisory Network's SRLN Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022: 13,836 shares worth $566K. The stake represents 0.23% of the portfolio and ranks #119 among its holdings.

513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

Claraphi Advisory Network held 13,836 shares of State Street Blackstone Senior Loan ETF worth $566K as of Q4 2022.
State Street Blackstone Senior Loan ETF was a new Claraphi Advisory Network position in Q4 2022.
State Street Blackstone Senior Loan ETF made up 0.23% of Claraphi Advisory Network's portfolio in Q4 2022, its #119 holding.
513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.