Creative Planning
SRLN icon

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

Creative Planning’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 		$20.4M Sell
508,469
-28,382
-5% -$1.15M 0.01% 440
2025
Q4 		$22.2M Sell
536,851
-32,160
-6% -$1.33M 0.02% 354
2025
Q3 		$23.7M Sell
569,011
-25,927
-4% -$1.08M 0.02% 318
2025
Q2 		$24.7M Sell
594,938
-13,538
-2% -$554K 0.02% 294
2025
Q1 		$25M Buy
608,476
+24,299
+4% +$1.01M 0.02% 276
2024
Q4 		$24.4M Buy
584,177
+30,951
+6% +$1.29M 0.02% 259
2024
Q3 		$23.1M Buy
553,226
+12,135
+2% +$505K 0.02% 252
2024
Q2 		$22.6M Buy
541,091
+24,556
+5% +$1.03M 0.02% 241
2024
Q1 		$21.8M Buy
516,535
+82,088
+19% +$3.44M 0.02% 248
2023
Q4 		$18.2M Buy
434,447
+28,575
+7% +$1.19M 0.03% 254
2023
Q3 		$17M Buy
405,872
+52,024
+15% +$2.18M 0.02% 261
2023
Q2 		$14.8M Buy
353,848
+81,424
+30% +$3.36M 0.02% 274
2023
Q1 		$11.3M Buy
272,424
+54,491
+25% +$2.27M 0.02% 312
2022
Q4 		$8.91M Buy
217,933
+51,672
+31% +$2.13M 0.01% 353
2022
Q3 		$6.79M Buy
166,261
+32,881
+25% +$1.39M 0.01% 378
2022
Q2 		$5.55M Buy
133,380
+17,858
+15% +$776K 0.01% 429
2022
Q1 		$5.19M Buy
115,522
+23,654
+26% +$1.07M 0.01% 441
2021
Q4 		$4.19M Buy
91,868
+3,296
+4% +$151K 0.01% 466
2021
Q3 		$4.08M Buy
+88,572
New +$4.06M 0.01% 464
2017
Q3 		– Sell
-84
Closed -$4K – 3479
2017
Q2 		$4K Buy
+84
New +$3.99K ﹤0.01% 4117
2017
Q1 		– Sell
-2,806
Closed -$133K – 4893
2016
Q4 		$133K Sell
2,806
-24
-0.8% -$1.14K ﹤0.01% 1674
2016
Q3 		$134K Buy
+2,830
New +$133K ﹤0.01% 1643
2016
Q2 		– Sell
-301
Closed -$14K – 4507
2016
Q1 		$14K Buy
+301
New +$13.8K ﹤0.01% 3011
2015
Q1 		– Sell
-15
Closed -$1K – 4391
2014
Q4 		$1K Buy
+15
New +$734 ﹤0.01% 4004

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Creative Planning's SRLN Position: Q1 2026 in Review

Creative Planning reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.3% in Q1 2026, selling an estimated $1.15M and leaving 508,469 shares worth $20.4M. The position accounts for 0.01% of the portfolio, ranked #440.

Creative Planning first reported a position in SRLN in Q4 2014 and has held it in 24 quarters since. The position peaked at $25M in Q1 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Creative Planning held 508,469 shares of State Street Blackstone Senior Loan ETF worth $20.4M as of Q1 2026.
  • Creative Planning sold 28,382 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $1.15M.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #440 holding.
  • Creative Planning first reported a position in State Street Blackstone Senior Loan ETF in Q4 2014 and has held it in 24 quarters since.
  • Creative Planning's State Street Blackstone Senior Loan ETF position peaked at $25M in Q1 2025.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.