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

Drive 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	$1.57M	Sell	38,950 -21,112	-35%	-$853K	0.28%	63
2026 Q1	$2.41M	Sell	60,062 -13,042	-18%	-$530K	0.51%	36
2025 Q4	$3.02M	Sell	73,104 -100,099	-58%	-$4.13M	0.59%	36
2025 Q3	$7.2M	Sell	173,203 -60,758	-26%	-$2.52M	1.53%	12
2025 Q2	$9.73M	Buy	233,961 +21,674	+10%	+$887K	2.13%	9
2025 Q1	$8.73M	Buy	212,287 +15,018	+8%	+$625K	2.05%	11
2024 Q4	$8.23M	Buy	197,269 +18,654	+10%	+$780K	2.02%	10
2024 Q3	$7.46M	Buy	178,615 +66,000	+59%	+$2.75M	1.94%	11
2024 Q2	$4.71M	Buy	112,615 +13,071	+13%	+$547K	1.27%	16
2024 Q1	$4.19M	Buy	99,544 +49,820	+100%	+$2.09M	1.17%	19
2023 Q4	$2.08M	Buy	49,724 +17,729	+55%	+$738K	0.67%	26
2023 Q3	$1.34M	Buy	31,995 +9,081	+40%	+$380K	0.49%	46
2023 Q2	$959K	Buy	22,914 +16,196	+241%	+$669K	0.36%	65
2023 Q1	$279K	Buy	+6,718	New	+$280K	0.12%	189

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

Drive Wealth Management's SRLN Position: Q2 2026 in Review

Drive Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 35% in Q2 2026, selling an estimated $853K and leaving 38,950 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #63.

Drive Wealth Management first reported a position in SRLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.73M in Q2 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Drive Wealth Management held 38,950 shares of State Street Blackstone Senior Loan ETF worth $1.57M as of Q2 2026.
Drive Wealth Management sold 21,112 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $853K.
State Street Blackstone Senior Loan ETF made up 0.28% of Drive Wealth Management's portfolio in Q2 2026, its #63 holding.
Drive Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 14 quarters since.
Drive Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $9.73M in Q2 2025.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.