Darden Wealth Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Darden Wealth Group’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	–	Sell	-6,500	Closed	-$261K	–	165
2026 Q1	$261K	Sell	6,500 -3,000	-32%	-$122K	0.13%	127
2025 Q4	$392K	Sell	9,500 -150	-2%	-$6.19K	0.19%	96
2025 Q3	$401K	Sell	9,650 -550	-5%	-$22.8K	0.21%	92
2025 Q2	$424K	Sell	10,200 -500	-5%	-$20.5K	0.26%	79
2025 Q1	$440K	Sell	10,700 -100	-0.9%	-$4.16K	0.34%	65
2024 Q4	$451K	Buy	10,800 +200	+2%	+$8.37K	0.3%	65
2024 Q3	$443K	Sell	10,600 -250	-2%	-$10.4K	0.32%	65
2024 Q2	$454K	Buy	+10,850	New	+$454K	0.27%	59

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

Darden Wealth Group's SRLN Position: Q2 2026 in Review

Darden Wealth Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 6,500 shares — an estimated $261K sold.

Darden Wealth Group first reported a position in SRLN in Q2 2024 and held it in 8 quarters. The position peaked at $454K in Q2 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Darden Wealth Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Darden Wealth Group sold 6,500 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $261K.
Darden Wealth Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and held it in 8 quarters.
Darden Wealth Group's State Street Blackstone Senior Loan ETF position peaked at $454K in Q2 2024.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.