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 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

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

Custom Index Systems's SRLN Position: Q1 2026 in Review

Custom Index Systems reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 16% in Q1 2026, selling an estimated $102K and leaving 13,300 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #120.

Custom Index Systems first reported a position in SRLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $703K in Q2 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Custom Index Systems held 13,300 shares of State Street Blackstone Senior Loan ETF worth $534K as of Q1 2026.
Custom Index Systems sold 2,500 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $102K.
State Street Blackstone Senior Loan ETF made up 0.23% of Custom Index Systems's portfolio in Q1 2026, its #120 holding.
Custom Index Systems first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
Custom Index Systems's State Street Blackstone Senior Loan ETF position peaked at $703K in Q2 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.