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

Financial Gravity Companies’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	$416	Buy	+10	New	+$409	﹤0.01%	864
2018 Q4	$213K	Buy	+4,674	New	+$217K	0.19%	114
2018 Q1	$229K	Buy	4,850 +1,550	+47%	+$73.5K	0.23%	75
2017 Q4	$157K	Buy	+3,300	New	+$156K	0.18%	111

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 Gravity Companies's SRLN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025: 10 shares worth $416. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SRLN as recently as Q4 2018.

Financial Gravity Companies first reported a position in SRLN in Q4 2017 and has held it in 4 quarters since. The position peaked at $229K in Q1 2018. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

Financial Gravity Companies held 10 shares of State Street Blackstone Senior Loan ETF worth $416 as of Q2 2025.
State Street Blackstone Senior Loan ETF was a new Financial Gravity Companies position in Q2 2025.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #864 holding.
Financial Gravity Companies first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and has held it in 4 quarters since.
Financial Gravity Companies's State Street Blackstone Senior Loan ETF position peaked at $229K in Q1 2018.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.