Dynamic Advisor Solutions
SRLN icon

Dynamic Advisor Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$466K Buy
11,541
+1,488
+15% +$60.2K 0.01% 683
2026
Q2 		$405K Sell
10,053
-1,735
-15% -$70.1K 0.01% 744
2026
Q1 		$473K Sell
11,788
-6,235
-35% -$253K 0.01% 661
2025
Q4 		$744K Sell
18,023
-1,718
-9% -$70.9K 0.02% 524
2025
Q3 		$821K Buy
19,741
+709
+4% +$29.4K 0.02% 512
2025
Q2 		$792K Buy
19,032
+6,701
+54% +$274K 0.02% 504
2025
Q1 		$507K Buy
+12,331
New +$513K 0.02% 578
2024
Q4 		– Sell
-13,108
Closed -$547K – 824
2024
Q3 		$547K Sell
13,108
-21,457
-62% -$893K 0.02% 599
2024
Q2 		$1.44M Sell
34,565
-219,092
-86% -$9.17M 0.05% 359
2024
Q1 		$10.7M Buy
253,657
+16,367
+7% +$686K 0.36% 66
2023
Q4 		$9.9M Buy
237,290
+42,625
+22% +$1.78M 0.37% 65
2023
Q3 		$8.16M Buy
194,665
+46,870
+32% +$1.96M 0.39% 60
2023
Q2 		$6.19M Buy
147,795
+40,055
+37% +$1.65M 0.32% 80
2023
Q1 		$4.47M Buy
107,740
+52,600
+95% +$2.19M 0.26% 106
2022
Q4 		$2.26M Buy
55,140
+25,865
+88% +$1.06M 0.15% 157
2022
Q3 		$1.2M Buy
+29,275
New +$1.24M 0.09% 224
2021
Q4 		– Sell
-11,697
Closed -$538K – 797
2021
Q3 		$538K Buy
11,697
+1,005
+9% +$46.1K 0.04% 428
2021
Q2 		$495K Buy
+10,692
New +$492K 0.04% 438
2019
Q2 		– Sell
-10,895
Closed -$502K – 552
2019
Q1 		$502K Buy
+10,895
New +$501K 0.09% 223

Other funds holding SRLN

AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Dynamic Advisor Solutions's SRLN Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 15% in Q3 2026, buying an estimated $60.2K and bringing the position to 11,541 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #683.

Dynamic Advisor Solutions first reported a position in SRLN in Q1 2019 and has held it in 19 quarters since. The position peaked at $10.7M in Q1 2024. 83 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Dynamic Advisor Solutions held 11,541 shares of State Street Blackstone Senior Loan ETF worth $466K as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,488 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $60.2K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #683 holding.
  • Dynamic Advisor Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q1 2019 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's State Street Blackstone Senior Loan ETF position peaked at $10.7M in Q1 2024.
  • 83 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.