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 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

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

Diversify Advisory Services's SRLN Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 747,744 shares — an estimated $31M sold.

Diversify Advisory Services first reported a position in SRLN in Q3 2024 and held it in 3 quarters. The position peaked at $31M in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Diversify Advisory Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 747,744 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $31M.
Diversify Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and held it in 3 quarters.
Diversify Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $31M in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.