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

Foundations Investment 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	$2.57M	Buy	63,710 +16,075	+34%	+$649K	0.03%	354
2026 Q1	$1.91M	Buy	47,635 +10,770	+29%	+$437K	0.02%	387
2025 Q4	$1.52M	Sell	36,865 -5,177	-12%	-$214K	0.02%	405
2025 Q3	$1.75M	Sell	42,042 -14,838	-26%	-$616K	0.03%	341
2025 Q2	$2.37M	Buy	56,880 +5,489	+11%	+$225K	0.04%	292
2025 Q1	$2.11M	Sell	51,391 -1,392	-3%	-$57.9K	0.04%	288
2024 Q4	$2.2M	Buy	52,783 +5,640	+12%	+$236K	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	+$478K	0.01%	505
2018 Q3	–	Sell	-7,949	Closed	-$374K	–	112
2018 Q2	$374K	Buy	+7,949	New	+$376K	0.1%	67

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

Foundations Investment Advisors's SRLN Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 34% in Q2 2026, buying an estimated $649K and bringing the position to 63,710 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #354.

Foundations Investment Advisors first reported a position in SRLN in Q2 2018 and has held it in 10 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Foundations Investment Advisors held 63,710 shares of State Street Blackstone Senior Loan ETF worth $2.57M as of Q2 2026.
Foundations Investment Advisors bought 16,075 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $649K.
State Street Blackstone Senior Loan ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #354 holding.
Foundations Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2018 and has held it in 10 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.