Custom Index Systems’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Custom Index Systems’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	$586K	Buy	14,536 +1,236	+9%	+$49.9K	0.21%	124
2026 Q1	$534K	Sell	13,300 -2,500	-16%	-$102K	0.23%	120
2025 Q4	$652K	Hold	15,800	–	–	0.29%	103
2025 Q3	$657K	Sell	15,800 -1,100	-7%	-$45.7K	0.2%	137
2025 Q2	$703K	Buy	16,900 +300	+2%	+$12.3K	0.34%	88
2025 Q1	$683K	Buy	+16,600	New	+$690K	0.35%	84

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

Custom Index Systems's SRLN Position: Q2 2026 in Review

Custom Index Systems increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.3% in Q2 2026, buying an estimated $49.9K and bringing the position to 14,536 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #124.

Custom Index Systems first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $703K in Q2 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Custom Index Systems held 14,536 shares of State Street Blackstone Senior Loan ETF worth $586K as of Q2 2026.
Custom Index Systems bought 1,236 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $49.9K.
State Street Blackstone Senior Loan ETF made up 0.21% of Custom Index Systems's portfolio in Q2 2026, its #124 holding.
Custom Index Systems first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
Custom Index Systems's State Street Blackstone Senior Loan ETF position peaked at $703K in Q2 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.