Clearview Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-2,518	Closed	-$105K	–	557
2023 Q2	$105K	Sell	2,518 -607	-19%	-$25.1K	0.11%	136
2023 Q1	$130K	Sell	3,125 -580	-16%	-$24.1K	0.13%	130
2022 Q4	$152K	Sell	3,705 -1,658	-31%	-$68.3K	0.12%	98
2022 Q3	$219K	Sell	5,363 -524	-9%	-$22.2K	0.17%	79
2022 Q2	$245K	Sell	5,887 -2,887	-33%	-$125K	0.18%	79
2022 Q1	$394K	Sell	8,774 -17,737	-67%	-$801K	0.26%	67
2021 Q4	$1.21M	Buy	26,511 +3,261	+14%	+$149K	0.74%	32
2021 Q3	$1.07M	Buy	23,250 +3,211	+16%	+$147K	0.68%	35
2021 Q2	$928K	Buy	+20,039	New	+$921K	0.57%	39

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

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

Clearview Wealth Advisors's SRLN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2023, closing a stake of 2,518 shares — an estimated $105K sold.

Clearview Wealth Advisors first reported a position in SRLN in Q2 2021 and held it in 9 quarters. The position peaked at $1.21M in Q4 2021. 451 funds tracked by Wall St. Rank hold SRLN as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 2,518 State Street Blackstone Senior Loan ETF shares in Q3 2023, an estimated $105K.
Clearview Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.21M in Q4 2021.
451 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.