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FSB Premier Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

FSB Premier Wealth 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
2026
Q2 		$580K Sell
14,388
-353
-2% -$14.3K 0.16% 140
2026
Q1 		$592K Buy
14,741
+613
+4% +$24.9K 0.19% 124
2025
Q4 		$583K Buy
14,128
+202
+1% +$8.34K 0.19% 125
2025
Q3 		$579K Sell
13,926
-224
-2% -$9.3K 0.19% 124
2025
Q2 		$588K Sell
14,150
-5
-0% -$205 0.21% 119
2025
Q1 		$582K Buy
14,155
+4,594
+48% +$191K 0.23% 119
2024
Q4 		$399K Sell
9,561
-114
-1% -$4.77K 0.16% 138
2024
Q3 		$404K Sell
9,675
-27
-0.3% -$1.12K 0.17% 138
2024
Q2 		$406K Buy
9,702
+24
+0.2% +$1K 0.18% 117
2024
Q1 		$408K Sell
9,678
-977
-9% -$40.9K 0.19% 106
2023
Q4 		$447K Buy
10,655
+588
+6% +$24.5K 0.22% 93
2023
Q3 		$422K Sell
10,067
-268
-3% -$11.2K 0.23% 90
2023
Q2 		$433K Sell
10,335
-256
-2% -$10.6K 0.23% 86
2023
Q1 		$439K Sell
10,591
-7,893
-43% -$328K 0.24% 84
2022
Q4 		$756K Sell
18,484
-788
-4% -$32.4K 0.41% 51
2022
Q3 		$787K Sell
19,272
-276
-1% -$11.7K 0.46% 47
2022
Q2 		$813K Sell
19,548
-555
-3% -$24.1K 0.45% 51
2022
Q1 		$897K Buy
20,103
+5,089
+34% +$230K 0.45% 51
2021
Q4 		$685K Buy
15,014
+368
+3% +$16.8K 0.29% 60
2021
Q3 		$674K Buy
14,646
+2,652
+22% +$122K 0.34% 55
2021
Q2 		$555K Buy
11,994
+390
+3% +$17.9K 0.28% 61
2021
Q1 		$530K Buy
+11,604
New +$532K 0.29% 64

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

FSB Premier Wealth Management's SRLN Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 14,388 shares worth $580K. The position accounts for 0.16% of the portfolio, ranked #140.

FSB Premier Wealth Management first reported a position in SRLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $897K in Q1 2022. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • FSB Premier Wealth Management held 14,388 shares of State Street Blackstone Senior Loan ETF worth $580K as of Q2 2026.
  • FSB Premier Wealth Management sold 353 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $14.3K.
  • State Street Blackstone Senior Loan ETF made up 0.16% of FSB Premier Wealth Management's portfolio in Q2 2026, its #140 holding.
  • FSB Premier Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $897K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.