Financial Gravity Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-28	Closed	-$1.17K	–	915
2025 Q3	$1.17K	Buy	+28	New	+$1.16K	﹤0.01%	796
2025 Q1	$411	Buy	+10	New	+$416	﹤0.01%	944
2024 Q2	–	Sell	-24	Closed	-$990	–	1743
2024 Q1	$990	Sell	24 -519	-96%	-$21.8K	﹤0.01%	741
2023 Q4	$22.7K	Buy	+543	New	+$22.6K	0.01%	374
2021 Q3	$46K	Buy	728 +5	+0.7%	+$229	0.02%	600
2021 Q2	$46K	Buy	+723	New	+$33.2K	0.02%	597
2020 Q4	$42K	Buy	+920	New	+$41.4K	0.04%	93
2019 Q4	$47K	Buy	14,016 +3,549	+34%	+$164K	0.03%	680
2019 Q3	$485K	Sell	10,467 -2,312	-18%	-$107K	0.42%	51
2019 Q2	$591K	Sell	12,779 -2,736	-18%	-$127K	0.49%	53
2019 Q1	$714K	Buy	+15,515	New	+$713K	0.58%	44
2018 Q3	$231K	Buy	4,908 +144	+3%	+$6.79K	0.24%	92
2018 Q2	$224K	Sell	4,764 -86	-2%	-$4.07K	0.21%	94
2018 Q1	$229K	Buy	+4,850	New	+$230K	0.23%	75

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

APSPRSPT

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Financial Gravity Asset Management's SRLN Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 28 shares — an estimated $1.17K sold.

Financial Gravity Asset Management first reported a position in SRLN in Q1 2018 and held it in 14 quarters. The position peaked at $714K in Q1 2019. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Financial Gravity Asset Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 28 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $1.17K.
Financial Gravity Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's State Street Blackstone Senior Loan ETF position peaked at $714K in Q1 2019.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.