Column Capital Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Column Capital 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	$503K	Buy	+12,000	New	+$502K	0.07%	84
2022 Q3	–	Sell	-23,648	Closed	-$985K	–	745
2022 Q2	$985K	Buy	23,648 +272	+1%	+$11.8K	0.19%	48
2022 Q1	$1.05M	Buy	+23,376	New	+$1.06M	0.19%	48

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Column Capital Advisors's SRLN Position: Q3 2023 in Review

Column Capital Advisors opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2023: 12,000 shares worth $503K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings. This is a return to the name: Column Capital Advisors previously reported a position in SRLN as recently as Q2 2022.

Column Capital Advisors first reported a position in SRLN in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2022. 449 funds tracked by Wall St. Rank hold SRLN as of Q3 2023.

Column Capital Advisors held 12,000 shares of State Street Blackstone Senior Loan ETF worth $503K as of Q3 2023.
State Street Blackstone Senior Loan ETF was a new Column Capital Advisors position in Q3 2023.
State Street Blackstone Senior Loan ETF made up 0.07% of Column Capital Advisors's portfolio in Q3 2023, its #84 holding.
Column Capital Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 3 quarters since.
Column Capital Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.05M in Q1 2022.
449 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.