Ethos Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Ethos Financial Group’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 Q1	–	Sell	-5,370	Closed	-$222K	–	562
2025 Q4	$222K	Hold	5,370	–	–	0.02%	453
2025 Q3	$223K	Hold	5,370	–	–	0.02%	421
2025 Q2	$223K	Buy	+5,370	New	+$220K	0.02%	395

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ethos Financial Group's SRLN Position: Q1 2026 in Review

Ethos Financial Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 5,370 shares — an estimated $222K sold.

Ethos Financial Group first reported a position in SRLN in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Ethos Financial Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Ethos Financial Group sold 5,370 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $222K.
Ethos Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and held it in 3 quarters.
Ethos Financial Group's State Street Blackstone Senior Loan ETF position peaked at $223K in Q2 2025.
488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.