Eldridge Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Eldridge Investment Advisors’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
2025 Q2	–	Sell	-11,890	Closed	-$486K	–	165
2025 Q1	$486K	Sell	11,890 -4,627	-28%	-$192K	0.11%	110
2024 Q4	$689K	Sell	16,517 -6,599	-29%	-$276K	0.16%	92
2024 Q3	$958K	Sell	23,116 -12,549	-35%	-$522K	0.23%	80
2024 Q2	$1.49M	Buy	35,665 +2,400	+7%	+$100K	0.38%	62
2024 Q1	$1.4M	Buy	+33,265	New	+$1.39M	0.36%	63
2023 Q3	–	Sell	-24,783	Closed	-$1.04M	–	152
2023 Q2	$1.04M	Buy	+24,783	New	+$1.02M	0.34%	58

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eldridge Investment Advisors's SRLN Position: Q2 2025 in Review

Eldridge Investment Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 11,890 shares — an estimated $486K sold.

Eldridge Investment Advisors first reported a position in SRLN in Q2 2023 and held it in 6 quarters. The position peaked at $1.49M in Q2 2024. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Eldridge Investment Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 11,890 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $486K.
Eldridge Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and held it in 6 quarters.
Eldridge Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.49M in Q2 2024.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Eldridge Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.