Envestnet Portfolio Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Envestnet Portfolio 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 Q2	$17.1M	Buy	425,289 +61,856	+17%	+$2.5M	0.08%	150
2026 Q1	$14.6M	Buy	363,433 +58,878	+19%	+$2.39M	0.08%	150
2025 Q4	$12.6M	Buy	304,555 +25,011	+9%	+$1.03M	0.04%	209
2025 Q3	$11.6M	Buy	279,544 +12,807	+5%	+$532K	0.04%	203
2025 Q2	$11.1M	Buy	266,737 +31,397	+13%	+$1.28M	0.04%	212
2025 Q1	$9.68M	Sell	235,340 -18,292	-7%	-$761K	0.04%	235
2024 Q4	$10.6M	Buy	253,632 +32,466	+15%	+$1.36M	0.03%	235
2024 Q3	$9.24M	Buy	221,166 +24,031	+12%	+$1M	0.03%	261
2024 Q2	$8.24M	Buy	197,135 +36,804	+23%	+$1.54M	0.03%	269
2024 Q1	$6.75M	Buy	160,331 +36,398	+29%	+$1.53M	0.03%	313
2023 Q4	$5.2M	Buy	123,933 +24,470	+25%	+$1.02M	0.02%	320
2023 Q3	$4.17M	Buy	+99,463	New	+$4.16M	0.02%	356

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

Envestnet Portfolio Solutions's SRLN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 17% in Q2 2026, buying an estimated $2.5M and bringing the position to 425,289 shares worth $17.1M. The position accounts for 0.08% of the portfolio, ranked #150.

Envestnet Portfolio Solutions first reported a position in SRLN in Q3 2023 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Envestnet Portfolio Solutions held 425,289 shares of State Street Blackstone Senior Loan ETF worth $17.1M as of Q2 2026.
Envestnet Portfolio Solutions bought 61,856 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $2.5M.
State Street Blackstone Senior Loan ETF made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #150 holding.
Envestnet Portfolio Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q3 2023 and has held it in 12 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.