EWA
SRLN icon

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
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 – 4174
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return