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Donoghue Forlines’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Donoghue Forlines’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
-586,350
Closed -$24.2M – 154
2025
Q4 		$24.2M Sell
586,350
-36,029
-6% -$1.49M 7.48% 4
2025
Q3 		$25.9M Sell
622,379
-159,643
-20% -$6.63M 7.97% 3
2025
Q2 		$32.5M Buy
782,022
+196,945
+34% +$8.06M 9.28% 1
2025
Q1 		$24.1M Buy
585,077
+13,033
+2% +$542K 7.63% 3
2024
Q4 		$23.9M Buy
572,044
+277,655
+94% +$11.6M 7.98% 4
2024
Q3 		$12.3M Sell
294,389
-179,675
-38% -$7.48M 3.5% 4
2024
Q2 		$19.8M Buy
474,064
+111,944
+31% +$4.69M 5.63% 4
2024
Q1 		$15.2M Buy
362,120
+132,093
+57% +$5.54M 4.34% 4
2023
Q4 		$9.65M Buy
230,027
+76,249
+50% +$3.18M 3.02% 5
2023
Q3 		$6.45M Sell
153,778
-372,960
-71% -$15.6M 2.29% 5
2023
Q2 		$22.1M Buy
+526,738
New +$21.8M 6.9% 3
2022
Q1 		– Sell
-496,420
Closed -$22.7M – 299
2021
Q4 		$22.7M Buy
496,420
+334,539
+207% +$15.3M 3.83% 3
2021
Q3 		$7.45M Sell
161,881
-10,292
-6% -$472K 1.44% 16
2021
Q2 		$7.97M Buy
+172,173
New +$7.92M 1.49% 15
2021
Q1 		– Sell
-64,015
Closed -$2.92M – 298
2020
Q4 		$2.92M Sell
64,015
-1,838
-3% -$82.6K 0.56% 29
2020
Q3 		$2.94M Buy
65,853
+3,950
+6% +$175K 0.81% 23
2020
Q2 		$2.69M Buy
+61,903
New +$2.62M 0.7% 22
2020
Q1 		– Sell
-65,346
Closed -$3.04M – 133
2019
Q4 		$3.04M Buy
65,346
+7,948
+14% +$366K 0.47% 66
2019
Q3 		$2.66M Sell
57,398
-6,979
-11% -$322K 0.38% 73
2019
Q2 		$2.98M Buy
64,377
+1,501
+2% +$69.6K 0.35% 73
2019
Q1 		$2.9M Buy
+62,876
New +$2.89M 0.29% 28
2018
Q4 		– Sell
-50,857
Closed -$2.41M – 135
2018
Q3 		$2.41M Sell
50,857
-1,468
-3% -$69.2K 0.19% 116
2018
Q2 		$2.46M Buy
52,325
+1,887
+4% +$89.2K 0.2% 73
2018
Q1 		$2.39M Buy
+50,438
New +$2.39M 0.21% 88

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Donoghue Forlines's SRLN Position: Q1 2026 in Review

Donoghue Forlines sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 586,350 shares — an estimated $24.2M sold.

Donoghue Forlines first reported a position in SRLN in Q1 2018 and held it in 24 quarters. The position peaked at $32.5M in Q2 2025. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Donoghue Forlines reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Donoghue Forlines sold 586,350 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $24.2M.
  • Donoghue Forlines first reported a position in State Street Blackstone Senior Loan ETF in Q1 2018 and held it in 24 quarters.
  • Donoghue Forlines's State Street Blackstone Senior Loan ETF position peaked at $32.5M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.