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 Q2	$20.9M	Buy	517,812 +9,343	+2%	+$377K	0.01%	493
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

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 $3.37T AUM 44.26% 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 Planning's SRLN Position: Q2 2026 in Review

Creative Planning increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.8% in Q2 2026, buying an estimated $377K and bringing the position to 517,812 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #493.

Creative Planning first reported a position in SRLN in Q4 2014 and has held it in 25 quarters since. The position peaked at $25M in Q1 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Creative Planning held 517,812 shares of State Street Blackstone Senior Loan ETF worth $20.9M as of Q2 2026.
Creative Planning bought 9,343 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $377K.
State Street Blackstone Senior Loan ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #493 holding.
Creative Planning first reported a position in State Street Blackstone Senior Loan ETF in Q4 2014 and has held it in 25 quarters since.
Creative Planning's State Street Blackstone Senior Loan ETF position peaked at $25M in Q1 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.