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

Diversify 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	$54.9M	Buy	1,360,178 +347,901	+34%	+$14.1M	0.92%	21
2026 Q1	$41.1M	Buy	1,012,277 +997,394	+6,702%	+$40.5M	0.73%	23
2025 Q4	$616K	Buy	14,883 +5,215	+54%	+$215K	0.03%	394
2025 Q3	$399K	Buy	9,668 +912	+10%	+$37.9K	0.02%	415
2025 Q2	$363K	Sell	8,756 -631	-7%	-$25.8K	0.02%	425
2025 Q1	$384K	Sell	9,387 -4,094	-30%	-$170K	0.03%	396
2024 Q4	$565K	Buy	13,481 +6,506	+93%	+$272K	0.04%	330
2024 Q3	$292K	Sell	6,975 -34,689	-83%	-$1.44M	0.03%	404
2024 Q2	$1.71M	Buy	+41,664	New	+$1.74M	0.21%	109

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 Wealth Management's SRLN Position: Q2 2026 in Review

Diversify Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 34% in Q2 2026, buying an estimated $14.1M and bringing the position to 1,360,178 shares worth $54.9M. The position accounts for 0.92% of the portfolio, ranked #21.

Diversify Wealth Management first reported a position in SRLN in Q2 2024 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Diversify Wealth Management held 1,360,178 shares of State Street Blackstone Senior Loan ETF worth $54.9M as of Q2 2026.
Diversify Wealth Management bought 347,901 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $14.1M.
State Street Blackstone Senior Loan ETF made up 0.92% of Diversify Wealth Management's portfolio in Q2 2026, its #21 holding.
Diversify Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.