Destiny Wealth Partners’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.36M Buy
225,140
+12,396
+6% +$516K 1.26% 28
2025
Q1
$8.75M Buy
212,744
+10,399
+5% +$428K 1.39% 27
2024
Q4
$8.44M Buy
202,345
+5,007
+3% +$209K 1.38% 25
2024
Q3
$8.24M Sell
197,338
-932
-0.5% -$38.9K 1.45% 25
2024
Q2
$8.29M Sell
198,270
-20,173
-9% -$843K 1.49% 25
2024
Q1
$9.2M Sell
218,443
-33,469
-13% -$1.41M 1.65% 23
2023
Q4
$10.5M Sell
251,912
-13,950
-5% -$583K 1.98% 14
2023
Q3
$11.1M Sell
265,862
-545,257
-67% -$22.9M 2.25% 10
2023
Q2
$33.9M Sell
811,119
-42,899
-5% -$1.79M 6.49% 1
2023
Q1
$35.4M Buy
854,018
+508,484
+147% +$21.1M 7.33% 1
2022
Q4
$14.1M Buy
345,534
+9,737
+3% +$398K 3.06% 6
2022
Q3
$13.7M Sell
335,797
-28,139
-8% -$1.15M 3.08% 4
2022
Q2
$15.2M Buy
363,936
+34,629
+11% +$1.44M 3.34% 4
2022
Q1
$14.8M Buy
+329,307
New +$14.8M 2.88% 6