Cranbrook Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Cranbrook Wealth Management’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
2022 Q4	–	Sell	-1,411	Closed	-$58K	–	312
2022 Q3	$58K	Buy	1,411 +18	+1%	+$762	0.02%	158
2022 Q2	$58K	Buy	1,393 +16	+1%	+$695	0.01%	159
2022 Q1	$62K	Buy	1,377 +10	+0.7%	+$452	0.01%	165
2021 Q4	$62K	Buy	1,367 +20	+1%	+$915	0.01%	160
2021 Q3	$62K	Buy	1,347 +15	+1%	+$688	0.01%	165
2021 Q2	$62K	Buy	1,332 +15	+1%	+$690	0.01%	159
2021 Q1	$60K	Buy	1,317 +9	+0.7%	+$413	0.01%	165
2020 Q4	$60K	Buy	+1,308	New	+$58.8K	0.02%	148

Other funds holding SRLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cranbrook Wealth Management's SRLN Position: Q4 2022 in Review

Cranbrook Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022, closing a stake of 1,411 shares — an estimated $58K sold.

Cranbrook Wealth Management first reported a position in SRLN in Q4 2020 and held it in 8 quarters. The position peaked at $62K in Q1 2022. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

Cranbrook Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
Cranbrook Wealth Management sold 1,411 State Street Blackstone Senior Loan ETF shares in Q4 2022, an estimated $58K.
Cranbrook Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and held it in 8 quarters.
Cranbrook Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $62K in Q1 2022.
513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on Cranbrook Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.