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CX Institutional’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

CX Institutional’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
Q3 		$51K Sell
1,251
-1,805
-59% -$73K ﹤0.01% 1013
2026
Q2 		$123K Sell
3,056
-1,945
-39% -$78.6K ﹤0.01% 822
2026
Q1 		$201K Sell
5,001
-2,697
-35% -$110K 0.01% 714
2025
Q4 		$318K Sell
7,698
-20,511
-73% -$847K 0.01% 558
2025
Q3 		$1.17M Buy
+28,209
New +$1.17M 0.04% 274

Other funds holding SRLN

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CX Institutional's SRLN Position: Q3 2026 in Review

CX Institutional reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 59% in Q3 2026, selling an estimated $73K and leaving 1,251 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

CX Institutional first reported a position in SRLN in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 14 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • CX Institutional held 1,251 shares of State Street Blackstone Senior Loan ETF worth $51K as of Q3 2026.
  • CX Institutional sold 1,805 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $73K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1013 holding.
  • CX Institutional first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's State Street Blackstone Senior Loan ETF position peaked at $1.17M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.