Concurrent Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Concurrent Investment 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
2026 Q2	$1.47M	Sell	36,393 -648	-2%	-$26.2K	0.01%	832
2026 Q1	$1.49M	Buy	37,041 +1,784	+5%	+$72.4K	0.02%	717
2025 Q4	$1.46M	Buy	+35,257	New	+$1.46M	0.02%	688

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

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 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

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

Concurrent Investment Advisors's SRLN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.7% in Q2 2026, selling an estimated $26.2K and leaving 36,393 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #832.

Concurrent Investment Advisors first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Concurrent Investment Advisors held 36,393 shares of State Street Blackstone Senior Loan ETF worth $1.47M as of Q2 2026.
Concurrent Investment Advisors sold 648 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $26.2K.
State Street Blackstone Senior Loan ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #832 holding.
Concurrent Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
Concurrent Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.49M in Q1 2026.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.