Darwin Wealth Management
SRLN icon

Darwin Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Darwin Wealth Management’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 		$678K Sell
16,797
-2,931
-15% -$119K 0.18% 92
2026
Q2 		$795K Sell
19,728
-409
-2% -$16.5K 0.22% 85
2026
Q1 		$808K Sell
20,137
-909
-4% -$36.9K 0.25% 81
2025
Q4 		$869K Sell
21,046
-253
-1% -$10.4K 0.27% 78
2025
Q3 		$886K Buy
21,299
+14
+0.1% +$581 0.28% 75
2025
Q2 		$885K Sell
21,285
-526
-2% -$21.5K 0.31% 75
2025
Q1 		$910K Hold
21,811
– – 0.31% 76
2024
Q4 		$910K Sell
21,811
-5,719
-21% -$239K 0.31% 76
2024
Q3 		$1.15M Sell
27,530
-199,273
-88% -$8.29M 0.32% 72
2024
Q2 		$9.48M Sell
226,803
-2,824
-1% -$118K 4.71% 5
2024
Q1 		$9.7M Sell
229,627
-8,048
-3% -$337K 2.7% 10
2023
Q4 		$10M Sell
237,675
-21,341
-8% -$889K 2.67% 10
2023
Q3 		$10.9M Sell
259,016
-3,403
-1% -$142K 2.92% 8
2023
Q2 		$10.9M Buy
262,419
+4,397
+2% +$182K 2.81% 10
2023
Q1 		$10.7M Sell
258,022
-99,368
-28% -$4.13M 2.9% 10
2022
Q4 		$15M Sell
357,390
-29,671
-8% -$1.22M 3.88% 4
2022
Q3 		$15.8M Sell
387,061
-24,195
-6% -$1.02M 3.96% 4
2022
Q2 		$17.4M Buy
411,256
+1,367
+0.3% +$59.4K 3.52% 7
2022
Q1 		$18.4M Buy
409,889
+291,613
+247% +$13.2M 3.03% 8
2021
Q4 		$5.41M Sell
118,276
-22,045
-16% -$1.01M 0.85% 28
2021
Q3 		$6.46M Sell
140,321
-7,468
-5% -$343K 1.03% 22
2021
Q2 		$6.84M Buy
+147,789
New +$6.8M 1.11% 21
2020
Q2 		– Sell
-52
Closed -$2K – 682
2020
Q1 		$2K Buy
+52
New +$2.32K ﹤0.01% 700

Other funds holding SRLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Donoghue Forlines
Donoghue Forlines Boston, Massachusetts $396M AUM 83.27% 1-Year Est. Return

Darwin Wealth Management's SRLN Position: Q3 2026 in Review

Darwin Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 15% in Q3 2026, selling an estimated $119K and leaving 16,797 shares worth $678K. The position accounts for 0.18% of the portfolio, ranked #92.

Darwin Wealth Management first reported a position in SRLN in Q1 2020 and has held it in 23 quarters since. The position peaked at $18.4M in Q1 2022. 289 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Darwin Wealth Management held 16,797 shares of State Street Blackstone Senior Loan ETF worth $678K as of Q3 2026.
  • Darwin Wealth Management sold 2,931 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $119K.
  • State Street Blackstone Senior Loan ETF made up 0.18% of Darwin Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Darwin Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2020 and has held it in 23 quarters since.
  • Darwin Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $18.4M in Q1 2022.
  • 289 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.