Dumont & Blake Investment Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
47,455
+1,566
| +3% | +$65.1K | 0.52% | 52 |
|
|
2025
Q1 | $1.89M | Buy |
45,889
+6,755
| +17% | +$278K | 0.53% | 53 |
|
|
2024
Q4 | $1.63M | Buy |
39,134
+4,121
| +12% | +$172K | 0.44% | 64 |
|
|
2024
Q3 | $1.46M | Sell |
35,013
-32,878
| -48% | -$1.37M | 0.39% | 69 |
|
|
2024
Q2 | $2.84M | Buy |
67,891
+36,916
| +119% | +$1.54M | 0.4% | 67 |
|
|
2024
Q1 | $1.3M | Buy |
30,975
+9,017
| +41% | +$380K | 0.38% | 72 |
|
|
2023
Q4 | $921K | Buy |
21,958
+7,421
| +51% | +$311K | 0.28% | 91 |
|
|
2023
Q3 | $610K | Buy |
14,537
+2,503
| +21% | +$105K | 0.21% | 116 |
|
|
2023
Q2 | $504K | Buy |
12,034
+242
| +2% | +$10.1K | 0.16% | 128 |
|
|
2023
Q1 | $489K | Buy |
11,792
+140
| +1% | +$5.81K | 0.17% | 128 |
|
|
2022
Q4 | $477K | Buy |
11,652
+153
| +1% | +$6.26K | 0.17% | 128 |
|
|
2022
Q3 | $470K | Buy |
11,499
+594
| +5% | +$24.3K | 0.18% | 129 |
|
|
2022
Q2 | $454K | Buy |
10,905
+1,304
| +14% | +$54.3K | 0.15% | 135 |
|
|
2022
Q1 | $432K | Buy |
+9,601
| New | +$432K | 0.12% | 152 |
|