Geller Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Geller Advisors’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
2024 Q4	$253K	Buy	6,063 +511	+9%	+$21.4K	0.02%	223
2024 Q3	$232K	Sell	5,552 -24	-0.4%	-$999	0.02%	239
2024 Q2	$233K	Buy	5,576 +391	+8%	+$16.4K	0.02%	240
2024 Q1	$218K	Buy	5,185 +129	+3%	+$5.41K	0.02%	254
2023 Q4	$212K	Buy	5,056 +101	+2%	+$4.21K	0.02%	252
2023 Q3	$208K	Buy	+4,955	New	+$207K	0.02%	240

Other funds holding SRLN

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OPAM

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SIM

Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Geller Advisors's SRLN Position: Q4 2024 in Review

Geller Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.2% in Q4 2024, buying an estimated $21.4K and bringing the position to 6,063 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #223.

Geller Advisors first reported a position in SRLN in Q3 2023 and has held it in 6 quarters since. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

Geller Advisors held 6,063 shares of State Street Blackstone Senior Loan ETF worth $253K as of Q4 2024.
Geller Advisors bought 511 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $21.4K.
State Street Blackstone Senior Loan ETF made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #223 holding.
Geller Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2023 and has held it in 6 quarters since.
528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.