Diversify Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Diversify Advisory Services’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	$54.9M	Buy	+1,360,178	New	+$54.9M	0.92%	21
2026 Q1	–	Sell	-747,744	Closed	-$31M	–	779
2025 Q4	$31M	Buy	747,744 +733,327	+5,087%	+$30.3M	0.98%	20
2025 Q3	$595K	Buy	+14,417	New	+$598K	0.02%	509
2024 Q4	–	Sell	-5,370	Closed	-$225K	–	684
2024 Q3	$225K	Buy	+5,370	New	+$223K	0.01%	579

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

Diversify Advisory Services's SRLN Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 1,360,178 shares worth $54.9M. The stake represents 0.92% of the portfolio and ranks #21 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SRLN as recently as Q4 2025.

Diversify Advisory Services first reported a position in SRLN in Q3 2024 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Diversify Advisory Services held 1,360,178 shares of State Street Blackstone Senior Loan ETF worth $54.9M as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Diversify Advisory Services position in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.92% of Diversify Advisory Services's portfolio in Q2 2026, its #21 holding.
Diversify Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and has held it in 4 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.