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FWG Investments’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

FWG Investments’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
Q1 		– Sell
-4,839
Closed -$202K – 113
2024
Q4 		$202K Buy
4,839
+47
+1% +$1.97K 0.16% 121
2024
Q3 		$200K Buy
+4,792
New +$199K 0.17% 120

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

FWG Investments's SRLN Position: Q1 2025 in Review

FWG Investments sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2025, closing a stake of 4,839 shares — an estimated $202K sold.

FWG Investments first reported a position in SRLN in Q3 2024 and held it in 2 quarters. The position peaked at $202K in Q4 2024. 525 funds tracked by Wall St. Rank hold SRLN as of Q1 2025.

  • FWG Investments reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 4,839 State Street Blackstone Senior Loan ETF shares in Q1 2025, an estimated $202K.
  • FWG Investments first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and held it in 2 quarters.
  • FWG Investments's State Street Blackstone Senior Loan ETF position peaked at $202K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.