Financial Counselors Inc’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Financial Counselors Inc’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	-10,192	Closed	-$419K	–	460
2025 Q1	$419K	Hold	10,192	–	–	0.01%	443
2024 Q4	$425K	Hold	10,192	–	–	0.01%	436
2024 Q3	$426K	Buy	10,192 +2,000	+24%	+$83.2K	0.01%	457
2024 Q2	$342K	Sell	8,192 -220	-3%	-$9.21K	0.01%	461
2024 Q1	$354K	Sell	8,412 -4,364	-34%	-$183K	0.01%	463
2023 Q4	$536K	Sell	12,776 -52	-0.4%	-$2.17K	0.01%	393
2023 Q3	$538K	Buy	+12,828	New	+$536K	0.01%	381

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 $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 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 $377B AUM 19.32% 1-Year Est. Return

Financial Counselors Inc's SRLN Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 10,192 shares — an estimated $419K sold.

Financial Counselors Inc first reported a position in SRLN in Q3 2023 and held it in 7 quarters. The position peaked at $538K in Q3 2023. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Financial Counselors Inc reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 10,192 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $419K.
Financial Counselors Inc first reported a position in State Street Blackstone Senior Loan ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's State Street Blackstone Senior Loan ETF position peaked at $538K in Q3 2023.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.