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Clear Investment Research’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Clear Investment Research’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 		– Sell
-137
Closed -$5.5K – 200
2026
Q1 		$5.5K Buy
+137
New +$5.56K 0.01% 176
2025
Q4 		– Sell
-137
Closed -$5.7K – 211
2025
Q3 		$5.7K Hold
137
– – 0.01% 190
2025
Q2 		$5.7K Hold
137
– – 0.01% 171
2025
Q1 		$5.63K Hold
137
– – 0.01% 165
2024
Q4 		$5.72K Hold
137
– – 0.01% 167
2024
Q3 		$5.72K Buy
137
+1
+0.7% +$42 0.01% 165
2024
Q2 		$5.68K Sell
136
-234
-63% -$9.8K 0.01% 160
2024
Q1 		$15.6K Hold
370
– – 0.02% 146
2023
Q4 		$15.5K Hold
370
– – 0.02% 160
2023
Q3 		$15.5K Sell
370
-525
-59% -$21.9K 0.03% 119
2023
Q2 		$37.5K Sell
895
-510
-36% -$21.1K 0.06% 99
2023
Q1 		$47.9K Hold
1,405
– – 0.08% 85
2022
Q4 		$57K Sell
1,405
-1
-0.1% -$41 0.11% 76
2022
Q3 		$57K Hold
1,406
– – 0.12% 74
2022
Q2 		$59K Buy
1,406
+38
+3% +$1.65K 0.13% 74
2022
Q1 		$62K Buy
1,368
+791
+137% +$35.7K 0.12% 77
2021
Q4 		$26K Buy
577
+2
+0.3% +$91 0.04% 98
2021
Q3 		$26K Buy
575
+65
+13% +$2.98K 0.04% 97
2021
Q2 		$24K Buy
+510
New +$23.5K 0.04% 99

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

Clear Investment Research's SRLN Position: Q2 2026 in Review

Clear Investment Research sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 137 shares — an estimated $5.5K sold.

Clear Investment Research first reported a position in SRLN in Q2 2021 and held it in 19 quarters. The position peaked at $62K in Q1 2022. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Clear Investment Research reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 137 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $5.5K.
  • Clear Investment Research first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and held it in 19 quarters.
  • Clear Investment Research's State Street Blackstone Senior Loan ETF position peaked at $62K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.