Financial Advocates Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-15,286	Closed	-$629K	–	762
2025 Q1	$629K	Buy	15,286 +6,242	+69%	+$260K	0.04%	379
2024 Q4	$377K	Buy	9,044 +1,281	+17%	+$53.6K	0.02%	540
2024 Q3	$324K	Sell	7,763 -12	-0.2%	-$499	0.02%	583
2024 Q2	$325K	Buy	7,775 +2,821	+57%	+$118K	0.02%	560
2024 Q1	$209K	Buy	+4,954	New	+$208K	0.01%	708
2023 Q2	–	Sell	-34,451	Closed	-$1.43M	–	775
2023 Q1	$1.43M	Sell	34,451 -17,949	-34%	-$747K	0.1%	225
2022 Q4	$2.14M	Buy	52,400 +3,432	+7%	+$141K	0.16%	154
2022 Q3	$2.03M	Sell	48,968 -22,850	-32%	-$967K	0.17%	147
2022 Q2	$2.99M	Buy	71,818 +11,306	+19%	+$491K	0.24%	109
2022 Q1	$2.72M	Buy	+60,512	New	+$2.73M	0.18%	136
2021 Q2	–	Sell	-8,391	Closed	-$384K	–	832
2021 Q1	$384K	Buy	8,391 +12	+0.1%	+$551	0.03%	542
2020 Q4	$382K	Sell	8,379 -310	-4%	-$13.9K	0.03%	504
2020 Q3	$388K	Sell	8,689 -1,534	-15%	-$68K	0.03%	422
2020 Q2	$444K	Sell	10,223 -1,456	-12%	-$61.7K	0.04%	381
2020 Q1	$467K	Sell	11,679 -3,205	-22%	-$143K	0.07%	286
2019 Q4	$693K	Sell	14,884 -574	-4%	-$26.5K	0.07%	263
2019 Q3	$716K	Sell	15,458 -97	-0.6%	-$4.47K	0.08%	233
2019 Q2	$719K	Sell	15,555 -1,555	-9%	-$72.1K	0.08%	222
2019 Q1	$787K	Sell	17,110 -12,379	-42%	-$569K	0.1%	206
2018 Q4	$1.32M	Buy	29,489 +756	+3%	+$35.1K	0.18%	138
2018 Q3	$1.36M	Sell	28,733 -4,132	-13%	-$195K	0.15%	150
2018 Q2	$1.54M	Buy	32,865 +1,080	+3%	+$51K	0.19%	123
2018 Q1	$1.51M	Sell	31,785 -9,248	-23%	-$438K	0.2%	118
2017 Q4	$1.94M	Buy	+41,033	New	+$1.94M	0.26%	88

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 $4.25M AUM 33.15% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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 $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's SRLN Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 15,286 shares — an estimated $629K sold.

Financial Advocates Investment Management first reported a position in SRLN in Q4 2017 and held it in 24 quarters. The position peaked at $2.99M in Q2 2022. 522 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Financial Advocates Investment Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 15,286 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $629K.
Financial Advocates Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and held it in 24 quarters.
Financial Advocates Investment Management's State Street Blackstone Senior Loan ETF position peaked at $2.99M in Q2 2022.
522 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.