GeoWealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
2025
Q1
$262K Sell
2024
Q4
$1.45M Buy
2024
Q3
$1.39M Buy
2024
Q2
$1.1M Sell
2024
Q1
$2.06M Buy
2023
Q4
$1.26M Buy
2023
Q3
$1M Sell
2023
Q2
$1.2M Sell
2023
Q1
$2.46M Sell
2022
Q4
$4.91M Sell
2022
Q3
$9.38M Sell
2022
Q2
$9.77M Buy
2022
Q1
$8.54M Buy
2021
Q4
$570K Sell
2021
Q3
$10.9M Buy
2021
Q2
$688K Buy
2020
Q2
Sell
2020
Q1
$1.99M Buy
2019
Q4
$2.28M Buy