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 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

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

Focus Partners Wealth's SRLN Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 11% in Q1 2026, selling an estimated $95.4K and leaving 18,897 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Focus Partners Wealth first reported a position in SRLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $880K in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Focus Partners Wealth held 18,897 shares of State Street Blackstone Senior Loan ETF worth $759K as of Q1 2026.
Focus Partners Wealth sold 2,350 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $95.4K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1729 holding.
Focus Partners Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's State Street Blackstone Senior Loan ETF position peaked at $880K in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.