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 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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

First Foundation Advisors's SRLN Position: Q1 2026 in Review

First Foundation Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 61% in Q1 2026, selling an estimated $8.16M and leaving 128,343 shares worth $5.15M. The position accounts for 0.21% of the portfolio, ranked #77.

First Foundation Advisors first reported a position in SRLN in Q2 2021 and has held it in 14 quarters since. The position peaked at $17.7M in Q1 2025. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

First Foundation Advisors held 128,343 shares of State Street Blackstone Senior Loan ETF worth $5.15M as of Q1 2026.
First Foundation Advisors sold 200,913 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $8.16M.
State Street Blackstone Senior Loan ETF made up 0.21% of First Foundation Advisors's portfolio in Q1 2026, its #77 holding.
First Foundation Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and has held it in 14 quarters since.
First Foundation Advisors's State Street Blackstone Senior Loan ETF position peaked at $17.7M in Q1 2025.
485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.