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Fortis Group Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Fortis Group Advisors’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 		$502K Buy
12,449
+807
+7% +$32.6K 0.08% 185
2026
Q1 		$473K Sell
11,642
-211
-2% -$8.57K 0.08% 188
2025
Q4 		$486K Buy
11,853
+609
+5% +$25.1K 0.08% 205
2025
Q3 		$467K Buy
11,244
+487
+5% +$20.2K 0.08% 164
2025
Q2 		$448K Buy
+10,757
New +$440K 0.08% 160

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's SRLN Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.9% in Q2 2026, buying an estimated $32.6K and bringing the position to 12,449 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #185.

Fortis Group Advisors first reported a position in SRLN in Q2 2025 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Fortis Group Advisors held 12,449 shares of State Street Blackstone Senior Loan ETF worth $502K as of Q2 2026.
  • Fortis Group Advisors bought 807 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $32.6K.
  • State Street Blackstone Senior Loan ETF made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #185 holding.
  • Fortis Group Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 5 quarters since.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.