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Cornerstone Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Cornerstone Advisory’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
2025
Q4 		– Sell
-15,267
Closed -$635K – 258
2025
Q3 		$635K Sell
15,267
-926
-6% -$38.4K 0.06% 136
2025
Q2 		$673K Buy
16,193
+382
+2% +$15.6K 0.07% 128
2025
Q1 		$644K Buy
15,811
+1,335
+9% +$55.5K 0.08% 124
2024
Q4 		$604K Buy
14,476
+9,064
+167% +$379K 0.07% 129
2024
Q3 		$226K Buy
5,412
+146
+3% +$6.08K 0.03% 204
2024
Q2 		$220K Sell
5,266
-1,941
-27% -$81.3K 0.03% 199
2024
Q1 		$304K Buy
7,207
+1,576
+28% +$66K 0.04% 186
2023
Q4 		$236K Sell
5,631
-734
-12% -$30.6K 0.04% 203
2023
Q3 		$267K Buy
+6,365
New +$266K 0.05% 184
2023
Q1 		– Sell
-14,465
Closed -$592K – 215
2022
Q4 		$592K Sell
14,465
-3,264
-18% -$134K 0.12% 116
2022
Q3 		$725K Sell
17,729
-24,142
-58% -$1.02M 0.16% 90
2022
Q2 		$1.74M Sell
41,871
-83,597
-67% -$3.63M 0.4% 43
2022
Q1 		$5.64M Sell
125,468
-11,875
-9% -$536K 0.86% 24
2021
Q4 		$6.27M Buy
137,343
+11,480
+9% +$525K 0.9% 22
2021
Q3 		$5.79M Buy
125,863
+15,404
+14% +$707K 0.96% 20
2021
Q2 		$5.11M Buy
110,459
+74,568
+208% +$3.43M 0.86% 25
2021
Q1 		$1.64M Buy
+35,891
New +$1.65M 0.31% 59

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Cornerstone Advisory's SRLN Position: Q4 2025 in Review

Cornerstone Advisory sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 15,267 shares — an estimated $635K sold.

Cornerstone Advisory first reported a position in SRLN in Q1 2021 and held it in 17 quarters. The position peaked at $6.27M in Q4 2021. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

  • Cornerstone Advisory reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisory sold 15,267 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $635K.
  • Cornerstone Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and held it in 17 quarters.
  • Cornerstone Advisory's State Street Blackstone Senior Loan ETF position peaked at $6.27M in Q4 2021.
  • 525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Cornerstone Advisory's 13F filing for Q4 2025, filed 28 Jan 2026.