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

Forefront Wealth Partners’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
2025 Q4	–	Sell	-8,780	Closed	-$365K	–	187
2025 Q3	$365K	Buy	+8,780	New	+$364K	0.09%	144
2025 Q2	–	Sell	-5,743	Closed	-$236K	–	130
2025 Q1	$236K	Buy	+5,743	New	+$239K	0.16%	112

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

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

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

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

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

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

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

Forefront Wealth Partners's SRLN Position: Q4 2025 in Review

Forefront Wealth Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 8,780 shares — an estimated $365K sold.

Forefront Wealth Partners first reported a position in SRLN in Q1 2025 and held it in 2 quarters. The position peaked at $365K in Q3 2025. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Forefront Wealth Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Forefront Wealth Partners sold 8,780 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $365K.
Forefront Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and held it in 2 quarters.
Forefront Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $365K in Q3 2025.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.