Clear Creek Financial Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Clear Creek Financial Management’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	$217K	Buy	5,382 +89	+2%	+$3.6K	0.01%	596
2026 Q1	$212K	Sell	5,293 -58,103	-92%	-$2.36M	0.02%	571
2025 Q4	$2.62M	Sell	63,396 -10,583	-14%	-$437K	0.21%	106
2025 Q3	$3.08M	Buy	73,979 +28,970	+64%	+$1.2M	0.27%	88
2025 Q2	$1.87M	Buy	45,009 +5,682	+14%	+$232K	0.18%	130
2025 Q1	$1.62M	Buy	39,327 +12,402	+46%	+$516K	0.17%	125
2024 Q4	$1.12M	Sell	26,925 -5,089	-16%	-$213K	0.12%	172
2024 Q3	$1.34M	Buy	32,014 +10,668	+50%	+$444K	0.15%	132
2024 Q2	$892K	Sell	21,346 -4,604	-18%	-$193K	0.11%	174
2024 Q1	$1.09M	Buy	25,950 +16,959	+189%	+$711K	0.14%	137
2023 Q4	$377K	Buy	+8,991	New	+$374K	0.06%	231

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Clear Creek Financial Management's SRLN Position: Q2 2026 in Review

Clear Creek Financial Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.7% in Q2 2026, buying an estimated $3.6K and bringing the position to 5,382 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #596.

Clear Creek Financial Management first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.08M in Q3 2025. 310 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Clear Creek Financial Management held 5,382 shares of State Street Blackstone Senior Loan ETF worth $217K as of Q2 2026.
Clear Creek Financial Management bought 89 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $3.6K.
State Street Blackstone Senior Loan ETF made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #596 holding.
Clear Creek Financial Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
Clear Creek Financial Management's State Street Blackstone Senior Loan ETF position peaked at $3.08M in Q3 2025.
310 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.