DWM
Drive Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.73M | Buy |
233,961
+21,674
| +10% | +$901K | 2.13% | 9 |
|
|
2025
Q1 | $8.73M | Buy |
212,287
+15,018
| +8% | +$618K | 2.05% | 11 |
|
|
2024
Q4 | $8.23M | Buy |
197,269
+18,654
| +10% | +$778K | 2.02% | 10 |
|
|
2024
Q3 | $7.46M | Buy |
178,615
+66,000
| +59% | +$2.76M | 1.94% | 11 |
|
|
2024
Q2 | $4.71M | Buy |
112,615
+13,071
| +13% | +$546K | 1.27% | 16 |
|
|
2024
Q1 | $4.19M | Buy |
99,544
+49,820
| +100% | +$2.1M | 1.17% | 19 |
|
|
2023
Q4 | $2.08M | Buy |
49,724
+17,729
| +55% | +$743K | 0.67% | 26 |
|
|
2023
Q3 | $1.34M | Buy |
31,995
+9,081
| +40% | +$381K | 0.49% | 46 |
|
|
2023
Q2 | $959K | Buy |
22,914
+16,196
| +241% | +$678K | 0.36% | 65 |
|
|
2023
Q1 | $279K | Buy |
+6,718
| New | +$279K | 0.12% | 189 |
|