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

Empirical 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	$278K	Hold	6,902	–	–	﹤0.01%	888
2026 Q1	$277K	Sell	6,902 -320	-4%	-$13K	﹤0.01%	824
2025 Q4	$298K	Buy	7,222 +2,275	+46%	+$93.9K	0.01%	700
2025 Q3	$206K	Buy	+4,947	New	+$205K	﹤0.01%	750
2025 Q1	–	Sell	-4,897	Closed	-$204K	–	712
2024 Q4	$204K	Buy	4,897 +10	+0.2%	+$418	0.01%	576
2024 Q3	$204K	Hold	4,887	–	–	0.01%	542
2024 Q2	$204K	Buy	+4,887	New	+$205K	0.01%	535
2022 Q3	–	Sell	-7,901	Closed	-$329K	–	484
2022 Q2	$329K	Buy	7,901 +3,237	+69%	+$141K	0.02%	368
2022 Q1	$210K	Hold	4,664	–	–	0.01%	465
2021 Q4	$213K	Hold	4,664	–	–	0.01%	486
2021 Q3	$215K	Hold	4,664	–	–	0.01%	425
2021 Q2	$216K	Hold	4,664	–	–	0.01%	416
2021 Q1	$213K	Hold	4,664	–	–	0.02%	366
2020 Q4	$213K	Hold	4,664	–	–	0.02%	333
2020 Q3	$209K	Hold	4,664	–	–	0.02%	325
2020 Q2	$202K	Buy	+4,664	New	+$198K	0.02%	312
2020 Q1	–	Sell	-5,446	Closed	-$254K	–	358
2019 Q4	$254K	Buy	5,446 +346	+7%	+$15.9K	0.03%	282
2019 Q3	$236K	Hold	5,100	–	–	0.03%	261
2019 Q2	$236K	Hold	5,100	–	–	0.03%	235
2019 Q1	$235K	Hold	5,100	–	–	0.03%	212
2018 Q4	$228K	Buy	+5,100	New	+$237K	0.04%	178

Other funds holding SRLN

OPAM

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

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Empirical Wealth Management held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 6,902 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Empirical Wealth Management first reported a position in SRLN in Q4 2018 and has held it in 21 quarters since. The position peaked at $329K in Q2 2022. 183 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Empirical Wealth Management held 6,902 shares of State Street Blackstone Senior Loan ETF worth $278K as of Q2 2026.
Empirical Wealth Management left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #888 holding.
Empirical Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 21 quarters since.
Empirical Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $329K in Q2 2022.
183 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.