FIM
SRLN icon

Freedom Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-25,151
Closed -$1.05M – 629
2025
Q2 		$1.05M Sell
25,151
-2,169
-8% -$88.8K 0.08% 235
2025
Q1 		$1.12M Sell
27,320
-22
-0.1% -$915 0.09% 202
2024
Q4 		$1.14M Sell
27,342
-304
-1% -$12.7K 0.09% 200
2024
Q3 		$1.15M Sell
27,646
-1,806
-6% -$75.2K 0.09% 207
2024
Q2 		$1.23M Buy
29,452
+125
+0.4% +$5.23K 0.1% 194
2024
Q1 		$1.23M Sell
29,327
-1,421
-5% -$59.6K 0.1% 194
2023
Q4 		$1.29M Sell
30,748
-5,175
-14% -$216K 0.11% 179
2023
Q3 		$1.51M Sell
35,923
-708
-2% -$29.6K 0.18% 122
2023
Q2 		$1.53M Buy
36,631
+4,033
+12% +$167K 0.17% 138
2023
Q1 		$1.35M Sell
32,598
-627
-2% -$26.1K 0.15% 175
2022
Q4 		$1.36M Sell
33,225
-34,386
-51% -$1.42M 0.15% 176
2022
Q3 		$2.76M Sell
67,611
-3,769
-5% -$160K 0.32% 73
2022
Q2 		$2.97M Sell
71,380
-53,002
-43% -$2.3M 0.32% 73
2022
Q1 		$5.59M Sell
124,382
-79,552
-39% -$3.59M 0.5% 37
2021
Q4 		$9.3M Buy
203,934
+130,266
+177% +$5.96M 0.68% 15
2021
Q3 		$3.39M Buy
73,668
+1,393
+2% +$63.9K 0.26% 82
2021
Q2 		$3.35M Sell
72,275
-1,202
-2% -$55.3K 0.25% 92
2021
Q1 		$3.36M Buy
73,477
+35,914
+96% +$1.65M 0.26% 87
2020
Q4 		$1.72M Sell
37,563
-53,096
-59% -$2.39M 0.19% 116
2020
Q3 		$4.05M Sell
90,659
-3,685
-4% -$163K 0.44% 45
2020
Q2 		$4.09M Sell
94,344
-13,942
-13% -$591K 0.45% 45
2020
Q1 		$5.02M Sell
108,286
-19,629
-15% -$877K 0.44% 47
2019
Q4 		$5.96M Buy
127,915
+61,107
+91% +$2.82M 0.52% 29
2019
Q3 		$3.1M Sell
66,808
-52,399
-44% -$2.42M 0.27% 69
2019
Q2 		$5.51M Buy
119,207
+40,882
+52% +$1.9M 0.46% 40
2019
Q1 		$3.61M Buy
78,325
+55,178
+238% +$2.54M 0.29% 68
2018
Q4 		$1.03M Sell
23,147
-18,861
-45% -$876K 0.08% 259
2018
Q3 		$1.98M Buy
42,008
+359
+0.9% +$16.9K 0.12% 160
2018
Q2 		$1.96M Sell
41,649
-7,620
-15% -$360K 0.12% 168
2018
Q1 		$2.34M Buy
49,269
+27,929
+131% +$1.32M 0.12% 142
2017
Q4 		$1.01M Buy
21,340
+3,334
+19% +$158K 0.05% 359
2017
Q3 		$854K Sell
18,006
-17,919
-50% -$849K 0.05% 393
2017
Q2 		$1.7M Sell
35,925
-8,573
-19% -$407K 0.1% 161
2017
Q1 		$2.12M Sell
44,498
-10,440
-19% -$496K 0.12% 116
2016
Q4 		$2.61M Buy
54,938
+47,660
+655% +$2.25M 0.16% 65
2016
Q3 		$344K Sell
7,278
-375
-5% -$17.6K 0.02% 571
2016
Q2 		$358K Buy
7,653
+285
+4% +$13.3K 0.02% 528
2016
Q1 		$342K Sell
7,368
-25,157
-77% -$1.16M 0.02% 517
2015
Q4 		$1.5M Sell
32,525
-14,244
-30% -$670K 0.11% 129
2015
Q3 		$1.68M Buy
46,769
+12,462
+36% +$605K 0.17% 77
2015
Q2 		$1.69M Buy
+34,307
New +$1.69M 0.17% 84
2015
Q1 		– Sell
-25,843
Closed -$1.26M – 664
2014
Q4 		$1.26M Buy
+25,843
New +$1.26M 0.16% 94
2014
Q3 		– Sell
-24,647
Closed -$1.23M – 518
2014
Q2 		$1.23M Buy
+24,647
New +$1.23M 0.21% 73

Other funds holding SRLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Freedom Investment Management's SRLN Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2025, closing a stake of 25,151 shares — an estimated $1.05M sold.

Freedom Investment Management first reported a position in SRLN in Q2 2014 and held it in 43 quarters. The position peaked at $9.3M in Q4 2021. 498 funds tracked by Wall St. Rank hold SRLN as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 25,151 State Street Blackstone Senior Loan ETF shares in Q3 2025, an estimated $1.05M.
  • Freedom Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2014 and held it in 43 quarters.
  • Freedom Investment Management's State Street Blackstone Senior Loan ETF position peaked at $9.3M in Q4 2021.
  • 498 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.