BFC Planning, Inc.’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

BFC Planning, Inc.’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	$573K	Sell	14,222 -440	-3%	-$17.8K	0.02%	564
2026 Q1	$589K	Sell	14,662 -1,192	-8%	-$48.4K	0.03%	510
2025 Q4	$654K	Buy	15,854 +395	+3%	+$16.3K	0.03%	473
2025 Q3	$643K	Buy	15,459 +411	+3%	+$17.1K	0.05%	321
2025 Q2	$626K	Sell	15,048 -289	-2%	-$11.8K	0.05%	310
2025 Q1	$631K	Buy	15,337 +2,942	+24%	+$122K	0.06%	293
2024 Q4	$517K	Buy	+12,395	New	+$518K	0.04%	327

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

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

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s SRLN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 3% in Q2 2026, selling an estimated $17.8K and leaving 14,222 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #564.

BFC Planning, Inc. first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $654K in Q4 2025. 483 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

BFC Planning, Inc. held 14,222 shares of State Street Blackstone Senior Loan ETF worth $573K as of Q2 2026.
BFC Planning, Inc. sold 440 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $17.8K.
State Street Blackstone Senior Loan ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #564 holding.
BFC Planning, Inc. first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street Blackstone Senior Loan ETF position peaked at $654K in Q4 2025.
483 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.