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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
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

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

FSB Premier Wealth Management's SRLN Position: Q1 2026 in Review

FSB Premier Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.3% in Q1 2026, buying an estimated $24.9K and bringing the position to 14,741 shares worth $592K. The position accounts for 0.19% of the portfolio, ranked #124.

FSB Premier Wealth Management first reported a position in SRLN in Q1 2021 and has held it in 21 quarters since. The position peaked at $897K in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • FSB Premier Wealth Management held 14,741 shares of State Street Blackstone Senior Loan ETF worth $592K as of Q1 2026.
  • FSB Premier Wealth Management bought 613 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $24.9K.
  • State Street Blackstone Senior Loan ETF made up 0.19% of FSB Premier Wealth Management's portfolio in Q1 2026, its #124 holding.
  • FSB Premier Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 21 quarters since.
  • FSB Premier Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $897K in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.