Cumberland Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Cumberland Partners’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	$400K	Buy	9,934 +1,065	+12%	+$43K	0.03%	139
2026 Q1	$356K	Buy	8,869 +545	+7%	+$22.1K	0.03%	149
2025 Q4	$344K	Buy	8,324 +250	+3%	+$10.3K	0.02%	161
2025 Q3	$336K	Buy	8,074 +769	+11%	+$31.9K	0.02%	150
2025 Q2	$304K	Buy	7,305 +1,810	+33%	+$74.1K	0.02%	161
2025 Q1	$226K	Buy	+5,495	New	+$229K	0.02%	166

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

Cumberland Partners's SRLN Position: Q2 2026 in Review

Cumberland Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 12% in Q2 2026, buying an estimated $43K and bringing the position to 9,934 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #139.

Cumberland Partners first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Cumberland Partners held 9,934 shares of State Street Blackstone Senior Loan ETF worth $400K as of Q2 2026.
Cumberland Partners bought 1,065 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $43K.
State Street Blackstone Senior Loan ETF made up 0.03% of Cumberland Partners's portfolio in Q2 2026, its #139 holding.
Cumberland Partners first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.