Foundations Investment Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.37M Buy
56,880
+5,489
+11% +$228K 0.04% 292
2025
Q1
$2.11M Sell
51,391
-1,392
-3% -$57.3K 0.04% 288
2024
Q4
$2.2M Buy
52,783
+5,640
+12% +$235K 0.04% 274
2024
Q3
$1.97M Buy
47,143
+35,731
+313% +$1.49M 0.04% 269
2024
Q2
$477K Buy
+11,412
New +$477K 0.01% 505
2018
Q3
Sell
-7,949
Closed -$374K 112
2018
Q2
$374K Buy
+7,949
New +$374K 0.1% 67