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 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

CX Institutional's SRLN Position: Q2 2026 in Review

CX Institutional reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 39% in Q2 2026, selling an estimated $78.6K and leaving 3,056 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

CX Institutional first reported a position in SRLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q3 2025. 107 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

CX Institutional held 3,056 shares of State Street Blackstone Senior Loan ETF worth $123K as of Q2 2026.
CX Institutional sold 1,945 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $78.6K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #822 holding.
CX Institutional first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
CX Institutional's State Street Blackstone Senior Loan ETF position peaked at $1.17M in Q3 2025.
107 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.