EverSource Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

EverSource Wealth 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
2026 Q2	$48.8K	Sell	1,212 -1,212	-50%	-$49K	﹤0.01%	1791
2026 Q1	$97.3K	Buy	2,424 +1,212	+100%	+$49.2K	﹤0.01%	1443
2025 Q4	$50K	Buy	1,212 +1,179	+3,573%	+$48.7K	﹤0.01%	1751
2025 Q3	$1.37K	Sell	33 -110	-77%	-$4.57K	﹤0.01%	3656
2025 Q2	$5.94K	Buy	+143	New	+$5.85K	﹤0.01%	3084
2025 Q1	–	Sell	-9	Closed	-$376	–	4167
2024 Q4	$376	Hold	9	–	–	﹤0.01%	3284
2024 Q3	$376	Hold	9	–	–	﹤0.01%	2912
2024 Q2	$376	Hold	9	–	–	﹤0.01%	2942
2024 Q1	$378	Hold	9	–	–	﹤0.01%	2765
2023 Q4	$377	Hold	9	–	–	﹤0.01%	2563
2023 Q3	$377	Hold	9	–	–	﹤0.01%	2424
2023 Q2	$377	Hold	9	–	–	﹤0.01%	2384
2023 Q1	$373	Sell	9 -32	-78%	-$1.33K	﹤0.01%	2277
2022 Q4	$1.68K	Buy	+41	New	+$1.69K	﹤0.01%	1966

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's SRLN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 50% in Q2 2026, selling an estimated $49K and leaving 1,212 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

EverSource Wealth Advisors first reported a position in SRLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $97.3K in Q1 2026. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

EverSource Wealth Advisors held 1,212 shares of State Street Blackstone Senior Loan ETF worth $48.8K as of Q2 2026.
EverSource Wealth Advisors sold 1,212 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $49K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1791 holding.
EverSource Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $97.3K in Q1 2026.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.