First Foundation Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

First Foundation Advisors’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 Q2	$2.02M	Sell	50,059 -78,284	-61%	-$3.16M	0.07%	141
2026 Q1	$5.15M	Sell	128,343 -200,913	-61%	-$8.16M	0.21%	77
2025 Q4	$13.6M	Sell	329,256 -31,548	-9%	-$1.3M	0.51%	37
2025 Q3	$15M	Sell	360,804 -42,694	-11%	-$1.77M	0.55%	37
2025 Q2	$16.8M	Sell	403,498 -27,850	-6%	-$1.14M	0.62%	34
2025 Q1	$17.7M	Buy	431,348 +116,300	+37%	+$4.84M	0.72%	31
2024 Q4	$13.1M	Buy	315,048 +231,696	+278%	+$9.69M	0.49%	46
2024 Q3	$3.48M	Buy	+83,352	New	+$3.47M	0.13%	99
2023 Q1	–	Sell	-10,407	Closed	-$426K	–	415
2022 Q4	$426K	Sell	10,407 -11,064	-52%	-$455K	0.02%	269
2022 Q3	$878K	Buy	21,471 +2,008	+10%	+$85K	0.04%	181
2022 Q2	$810K	Buy	19,463 +2,163	+13%	+$94K	0.04%	196
2022 Q1	$778K	Buy	17,300 +1,804	+12%	+$81.5K	0.03%	210
2021 Q4	$707K	Buy	15,496 +7,721	+99%	+$353K	0.02%	232
2021 Q3	$358K	Hold	7,775	–	–	0.01%	328
2021 Q2	$360K	Buy	+7,775	New	+$358K	0.01%	341

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

APSPRSPT

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Foundation Advisors's SRLN Position: Q2 2026 in Review

First Foundation Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 61% in Q2 2026, selling an estimated $3.16M and leaving 50,059 shares worth $2.02M. The position accounts for 0.07% of the portfolio, ranked #141.

First Foundation Advisors first reported a position in SRLN in Q2 2021 and has held it in 15 quarters since. The position peaked at $17.7M in Q1 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

First Foundation Advisors held 50,059 shares of State Street Blackstone Senior Loan ETF worth $2.02M as of Q2 2026.
First Foundation Advisors sold 78,284 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $3.16M.
State Street Blackstone Senior Loan ETF made up 0.07% of First Foundation Advisors's portfolio in Q2 2026, its #141 holding.
First Foundation Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and has held it in 15 quarters since.
First Foundation Advisors's State Street Blackstone Senior Loan ETF position peaked at $17.7M in Q1 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.