Future Financial Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Future Financial 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
2025 Q4	–	Sell	-2,105	Closed	-$87.5K	–	398
2025 Q3	$87.5K	Hold	2,105	–	–	0.06%	186
2025 Q2	$87.5K	Hold	2,105	–	–	0.06%	174
2025 Q1	$86.6K	Hold	2,105	–	–	0.06%	168
2024 Q4	$87.8K	Hold	2,105	–	–	0.06%	168
2024 Q3	$87.9K	Buy	+2,105	New	+$87.6K	0.06%	182
2024 Q2	–	Sell	-2,105	Closed	-$88.6K	–	423
2024 Q1	$88.6K	Buy	+2,105	New	+$88.2K	0.07%	183
2023 Q4	–	Sell	-7,180	Closed	-$301K	–	116
2023 Q3	$301K	Hold	7,180	–	–	0.33%	74
2023 Q2	$301K	Hold	7,180	–	–	0.32%	80
2023 Q1	$296K	Sell	7,180 -1,000	-12%	-$41.6K	0.33%	80
2022 Q4	$335K	Hold	8,180	–	–	0.38%	79
2022 Q3	$341K	Sell	8,180 -1,000	-11%	-$42.3K	0.39%	75
2022 Q2	$413K	Hold	9,180	–	–	0.4%	70
2022 Q1	$413K	Buy	9,180 +6,129	+201%	+$277K	0.34%	70
2021 Q4	$139K	Buy	+3,051	New	+$140K	0.11%	157

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Future Financial Wealth Management's SRLN Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 2,105 shares — an estimated $87.5K sold.

Future Financial Wealth Management first reported a position in SRLN in Q4 2021 and held it in 14 quarters. The position peaked at $413K in Q2 2022. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 2,105 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $87.5K.
Future Financial Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 14 quarters.
Future Financial Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $413K in Q2 2022.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.