Fortem Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Fortem Financial Group’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	$14.4M	Buy	359,832 +72,210	+25%	+$2.93M	3.62%	3
2025 Q4	$11.9M	Buy	287,622 +6,109	+2%	+$252K	3.17%	4
2025 Q3	$11.7M	Buy	281,513 +23,105	+9%	+$959K	3.36%	4
2025 Q2	$10.7M	Buy	258,408 +142,092	+122%	+$5.81M	3.47%	5
2025 Q1	$4.78M	Buy	+116,316	New	+$4.84M	1.86%	12

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

Fortem Financial Group's SRLN Position: Q1 2026 in Review

Fortem Financial Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 25% in Q1 2026, buying an estimated $2.93M and bringing the position to 359,832 shares worth $14.4M. The position accounts for 3.62% of the portfolio, ranked #3.

Fortem Financial Group first reported a position in SRLN in Q1 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Fortem Financial Group held 359,832 shares of State Street Blackstone Senior Loan ETF worth $14.4M as of Q1 2026.
Fortem Financial Group bought 72,210 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $2.93M.
State Street Blackstone Senior Loan ETF made up 3.62% of Fortem Financial Group's portfolio in Q1 2026, its #3 holding.
Fortem Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.