Essex Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Essex Financial Services’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	-5,421	Closed	-$223K	–	706
2025 Q1	$223K	Sell	5,421 -1,890	-26%	-$78.6K	0.02%	577
2024 Q4	$305K	Hold	7,311	–	–	0.02%	486
2024 Q3	$307K	Hold	7,311	–	–	0.02%	495
2024 Q2	$302K	Buy	7,311 +949	+15%	+$39.7K	0.02%	471
2024 Q1	$268K	Buy	6,362 +1,423	+29%	+$59.6K	0.02%	445
2023 Q4	$207K	Buy	+4,939	New	+$206K	0.02%	474

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

Essex Financial Services's SRLN Position: Q2 2025 in Review

Essex Financial Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 5,421 shares — an estimated $223K sold.

Essex Financial Services first reported a position in SRLN in Q4 2023 and held it in 6 quarters. The position peaked at $307K in Q3 2024. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Essex Financial Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Essex Financial Services sold 5,421 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $223K.
Essex Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and held it in 6 quarters.
Essex Financial Services's State Street Blackstone Senior Loan ETF position peaked at $307K in Q3 2024.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.