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 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

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

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Creative Financial Designs's SRLN Position: Q1 2026 in Review

Creative Financial Designs increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.5% in Q1 2026, buying an estimated $12.1K and bringing the position to 12,242 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #338.

Creative Financial Designs first reported a position in SRLN in Q1 2017 and has held it in 31 quarters since. The position peaked at $493K in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Creative Financial Designs held 12,242 shares of State Street Blackstone Senior Loan ETF worth $491K as of Q1 2026.
Creative Financial Designs bought 299 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $12.1K.
State Street Blackstone Senior Loan ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #338 holding.
Creative Financial Designs first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and has held it in 31 quarters since.
Creative Financial Designs's State Street Blackstone Senior Loan ETF position peaked at $493K in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.