Creative Financial Designs’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Creative Financial Designs’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	$542K	Buy	13,455 +1,213	+10%	+$49K	0.03%	394
2026 Q1	$491K	Buy	12,242 +299	+3%	+$12.1K	0.03%	338
2025 Q4	$493K	Buy	11,943 +988	+9%	+$40.8K	0.03%	330
2025 Q3	$456K	Buy	10,955 +4,470	+69%	+$186K	0.03%	340
2025 Q2	$270K	Buy	6,485 +2,873	+80%	+$118K	0.02%	425
2025 Q1	$149K	Buy	3,612 +3,387	+1,505%	+$141K	0.01%	521
2024 Q4	$9.39K	Buy	225 +181	+411%	+$7.57K	﹤0.01%	1270
2024 Q3	$1.84K	Hold	44	–	–	﹤0.01%	1537
2024 Q2	$1.84K	Sell	44 -691	-94%	-$28.9K	﹤0.01%	1492
2024 Q1	$31K	Hold	735	–	–	﹤0.01%	855
2023 Q4	$30.8K	Sell	735 -788	-52%	-$32.8K	﹤0.01%	805
2023 Q3	$63.9K	Buy	1,523 +71	+5%	+$2.97K	0.01%	573
2023 Q2	$60.8K	Hold	1,452	–	–	0.01%	588
2023 Q1	$60.2K	Hold	1,452	–	–	0.01%	556
2022 Q4	$59.4K	Buy	1,452 +42	+3%	+$1.73K	0.01%	545
2022 Q3	$58K	Sell	1,410 -1,105	-44%	-$46.8K	0.01%	520
2022 Q2	$105K	Buy	2,515 +202	+9%	+$8.78K	0.02%	426
2022 Q1	$104K	Hold	2,313	–	–	0.02%	427
2021 Q4	$106K	Buy	2,313 +17	+0.7%	+$777	0.02%	433
2021 Q3	$106K	Buy	2,296 +651	+40%	+$29.9K	0.02%	433
2021 Q2	$76K	Hold	1,645	–	–	0.01%	502
2021 Q1	$75K	Buy	1,645 +829	+102%	+$38K	0.01%	479
2020 Q4	$37K	Hold	816	–	–	0.01%	573
2020 Q3	$36K	Buy	+816	New	+$36.2K	0.01%	534
2019 Q1	–	Sell	-735	Closed	-$33K	–	640
2018 Q4	$33K	Sell	735 -821	-53%	-$38.1K	0.02%	232
2018 Q3	$74K	Buy	1,556 +154	+11%	+$7.26K	0.04%	184
2018 Q2	$66K	Buy	1,402 +673	+92%	+$31.8K	0.04%	211
2018 Q1	$35K	Sell	729 -3,625	-83%	-$172K	0.02%	265
2017 Q4	$205K	Buy	4,354 +59	+1%	+$2.79K	0.14%	113
2017 Q3	$204K	Buy	4,295 +43	+1%	+$2.04K	0.12%	137
2017 Q2	$202K	Buy	4,252 +41	+1%	+$1.95K	0.13%	133
2017 Q1	$200K	Buy	+4,211	New	+$200K	0.14%	131

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 $3.38T AUM 44.17% 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

Creative Financial Designs's SRLN Position: Q2 2026 in Review

Creative Financial Designs increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.9% in Q2 2026, buying an estimated $49K and bringing the position to 13,455 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #394.

Creative Financial Designs first reported a position in SRLN in Q1 2017 and has held it in 32 quarters since. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Creative Financial Designs held 13,455 shares of State Street Blackstone Senior Loan ETF worth $542K as of Q2 2026.
Creative Financial Designs bought 1,213 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $49K.
State Street Blackstone Senior Loan ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #394 holding.
Creative Financial Designs first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and has held it in 32 quarters since.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.