Evolution Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Evolution Wealth Management’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	$2.69K	Sell	67 -12	-15%	-$487	﹤0.01%	705
2025 Q4	$3.26K	Buy	79 +57	+259%	+$2.35K	﹤0.01%	596
2025 Q3	$915	Hold	22	–	–	﹤0.01%	540
2025 Q2	$915	Buy	+22	New	+$900	﹤0.01%	542

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Evolution Wealth Management's SRLN Position: Q1 2026 in Review

Evolution Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 15% in Q1 2026, selling an estimated $487 and leaving 67 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Evolution Wealth Management first reported a position in SRLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.26K in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Evolution Wealth Management held 67 shares of State Street Blackstone Senior Loan ETF worth $2.69K as of Q1 2026.
Evolution Wealth Management sold 12 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $487.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #705 holding.
Evolution Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $3.26K in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.