First Personal Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

First Personal Financial Services’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
2023 Q2	–	Sell	-49	Closed	-$2.03K	–	401
2023 Q1	$2.03K	Buy	+49	New	+$2.04K	﹤0.01%	388
2016 Q1	–	Sell	-185	Closed	-$9K	–	390
2015 Q4	$9K	Buy	+185	New	+$8.7K	0.01%	304

Other funds holding SRLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

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

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

First Personal Financial Services's SRLN Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2023, closing a stake of 49 shares — an estimated $2.03K sold.

First Personal Financial Services first reported a position in SRLN in Q4 2015 and held it in 2 quarters. The position peaked at $9K in Q4 2015. 459 funds tracked by Wall St. Rank hold SRLN as of Q2 2023.

First Personal Financial Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 49 State Street Blackstone Senior Loan ETF shares in Q2 2023, an estimated $2.03K.
First Personal Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2015 and held it in 2 quarters.
First Personal Financial Services's State Street Blackstone Senior Loan ETF position peaked at $9K in Q4 2015.
459 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.