Garden State Investment Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Garden State Investment Advisory Services’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	$650K	Buy	16,203 +1,345	+9%	+$54.6K	0.14%	124
2025 Q4	$613K	Buy	14,858 +2,555	+21%	+$105K	0.14%	129
2025 Q3	$512K	Buy	12,303 +3,066	+33%	+$127K	0.11%	153
2025 Q2	$384K	Buy	9,237 +75	+0.8%	+$3.07K	0.1%	186
2025 Q1	$377K	Sell	9,162 -72,786	-89%	-$3.03M	0.12%	158
2024 Q4	$3.42M	Buy	81,948 +28,003	+52%	+$1.17M	1.02%	25
2024 Q3	$2.25M	Sell	53,945 -1,889	-3%	-$78.6K	0.72%	31
2024 Q2	$2.34M	Buy	55,834 +1,307	+2%	+$54.7K	0.81%	28
2024 Q1	$2.29M	Sell	54,527 -477	-0.9%	-$20K	0.84%	26
2023 Q4	$2.31M	Buy	55,004 +4,682	+9%	+$195K	0.92%	26
2023 Q3	$2.11M	Buy	50,322 +1,704	+4%	+$71.2K	0.97%	25
2023 Q2	$2.04M	Buy	48,618 +12,063	+33%	+$498K	0.8%	24
2023 Q1	$1.52M	Sell	36,555 -24,753	-40%	-$1.03M	0.65%	30
2022 Q4	$2.51M	Buy	+61,308	New	+$2.52M	1.49%	12

Other funds holding SRLN

APSPRSPT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garden State Investment Advisory Services's SRLN Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.1% in Q1 2026, buying an estimated $54.6K and bringing the position to 16,203 shares worth $650K. The position accounts for 0.14% of the portfolio, ranked #124.

Garden State Investment Advisory Services first reported a position in SRLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q4 2024. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Garden State Investment Advisory Services held 16,203 shares of State Street Blackstone Senior Loan ETF worth $650K as of Q1 2026.
Garden State Investment Advisory Services bought 1,345 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $54.6K.
State Street Blackstone Senior Loan ETF made up 0.14% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #124 holding.
Garden State Investment Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $3.42M in Q4 2024.
486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.