Focus Partners Wealth’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Focus Partners Wealth’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	$734K	Sell	18,226 -671	-4%	-$27.1K	﹤0.01%	1770
2026 Q1	$759K	Sell	18,897 -2,350	-11%	-$95.4K	﹤0.01%	1729
2025 Q4	$880K	Buy	21,247 +9,965	+88%	+$411K	﹤0.01%	1686
2025 Q3	$469K	Sell	11,282 -980	-8%	-$40.7K	﹤0.01%	1638
2025 Q2	$510K	Buy	12,262 +2,389	+24%	+$97.8K	﹤0.01%	1433
2025 Q1	$406K	Sell	9,873 -2,472	-20%	-$103K	﹤0.01%	1435
2024 Q4	$515K	Sell	12,345 -728	-6%	-$30.5K	﹤0.01%	1311
2024 Q3	$546K	Sell	13,073 -149	-1%	-$6.2K	﹤0.01%	1121
2024 Q2	$553K	Buy	13,222 +1,621	+14%	+$67.9K	﹤0.01%	923
2024 Q1	$489K	Sell	11,601 -1,189	-9%	-$49.8K	﹤0.01%	728
2023 Q4	$536K	Buy	+12,790	New	+$533K	0.01%	564

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's SRLN Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.6% in Q2 2026, selling an estimated $27.1K and leaving 18,226 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Focus Partners Wealth first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $880K in Q4 2025. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Focus Partners Wealth held 18,226 shares of State Street Blackstone Senior Loan ETF worth $734K as of Q2 2026.
Focus Partners Wealth sold 671 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $27.1K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1770 holding.
Focus Partners Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's State Street Blackstone Senior Loan ETF position peaked at $880K in Q4 2025.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.