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 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	$9.67M	Sell	229,627 -8,048	-3%	-$337K	2.7%	10
2023 Q4	$9.97M	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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Darwin Wealth Management's SRLN Position: Q2 2026 in Review

Darwin Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 2% in Q2 2026, selling an estimated $16.5K and leaving 19,728 shares worth $795K. The position accounts for 0.22% of the portfolio, ranked #85.

Darwin Wealth Management first reported a position in SRLN in Q1 2020 and has held it in 22 quarters since. The position peaked at $18.4M in Q1 2022. 149 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Darwin Wealth Management held 19,728 shares of State Street Blackstone Senior Loan ETF worth $795K as of Q2 2026.
Darwin Wealth Management sold 409 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $16.5K.
State Street Blackstone Senior Loan ETF made up 0.22% of Darwin Wealth Management's portfolio in Q2 2026, its #85 holding.
Darwin Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2020 and has held it in 22 quarters since.
Darwin Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $18.4M in Q1 2022.
149 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.