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 Q2	$15M	Buy	372,511 +12,679	+4%	+$512K	3.06%	4
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

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 $3.37T AUM 44.26% 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

Fortem Financial Group's SRLN Position: Q2 2026 in Review

Fortem Financial Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.5% in Q2 2026, buying an estimated $512K and bringing the position to 372,511 shares worth $15M. The position accounts for 3.06% of the portfolio, ranked #4.

Fortem Financial Group first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Fortem Financial Group held 372,511 shares of State Street Blackstone Senior Loan ETF worth $15M as of Q2 2026.
Fortem Financial Group bought 12,679 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $512K.
State Street Blackstone Senior Loan ETF made up 3.06% of Fortem Financial Group's portfolio in Q2 2026, its #4 holding.
Fortem Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.