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 Q2	$1.15M	Buy	28,420 +12,217	+75%	+$493K	0.21%	99
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

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

APSPRSPT

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

LMGAM

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 $445B AUM 25.58% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Garden State Investment Advisory Services's SRLN Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 75% in Q2 2026, buying an estimated $493K and bringing the position to 28,420 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #99.

Garden State Investment Advisory Services first reported a position in SRLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.42M in Q4 2024. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Garden State Investment Advisory Services held 28,420 shares of State Street Blackstone Senior Loan ETF worth $1.15M as of Q2 2026.
Garden State Investment Advisory Services bought 12,217 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $493K.
State Street Blackstone Senior Loan ETF made up 0.21% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #99 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 15 quarters since.
Garden State Investment Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $3.42M in Q4 2024.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.