Clearstead Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.1K	Buy	627 +101	+19%	+$4.2K	﹤0.01%	1510
2025 Q1	$21.6K	Hold	526	–	–	﹤0.01%	1401
2024 Q4	$22K	Buy	+526	New	+$22K	﹤0.01%	1352
2023 Q4	–	Sell	-7,700	Closed	-$323K	–	1632
2023 Q3	$323K	Buy	+7,700	New	+$323K	0.01%	472