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SRLN icon

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

CoreCap 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 		$4.86K Buy
121
+60
+98% +$2.42K ﹤0.01% 2292
2026
Q1 		$2.47K Sell
61
-17
-22% -$690 ﹤0.01% 2357
2025
Q4 		$3.2K Sell
78
-23
-23% -$950 ﹤0.01% 2349
2025
Q3 		$4.22K Sell
101
-643
-86% -$26.7K ﹤0.01% 2206
2025
Q2 		$31K Buy
744
+334
+81% +$13.7K ﹤0.01% 1443
2025
Q1 		$16.9K Buy
410
+153
+60% +$6.36K ﹤0.01% 1615
2024
Q4 		$10.7K Hold
257
– – ﹤0.01% 1745
2024
Q3 		$10.8K Buy
257
+77
+43% +$3.21K ﹤0.01% 1781
2024
Q2 		$7.54K Hold
180
– – ﹤0.01% 1108
2024
Q1 		$7.59K Buy
+180
New +$7.54K ﹤0.01% 1817
2022
Q4 		$24.7K Buy
+603
New +$24.8K ﹤0.01% 1219
2022
Q3 		– Sell
-777
Closed -$32K – 1874
2022
Q2 		$32K Buy
+777
New +$33.8K ﹤0.01% 1093
2022
Q1 		– Sell
-463
Closed -$21K – 1872
2021
Q4 		$21K Buy
+463
New +$21.2K ﹤0.01% 1317

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $297M AUM
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return