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 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

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

Darden Wealth Group's SRLN Position: Q1 2026 in Review

Darden Wealth Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 32% in Q1 2026, selling an estimated $122K and leaving 6,500 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #127.

Darden Wealth Group first reported a position in SRLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $454K in Q2 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Darden Wealth Group held 6,500 shares of State Street Blackstone Senior Loan ETF worth $261K as of Q1 2026.
Darden Wealth Group sold 3,000 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $122K.
State Street Blackstone Senior Loan ETF made up 0.13% of Darden Wealth Group's portfolio in Q1 2026, its #127 holding.
Darden Wealth Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Darden Wealth Group's State Street Blackstone Senior Loan ETF position peaked at $454K in Q2 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.