Gilliland Jeter Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Gilliland Jeter Wealth Management’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	–	Sell	-5,076	Closed	-$209K	–	191
2025 Q4	$209K	Sell	5,076 -1,161	-19%	-$47.9K	0.06%	169
2025 Q3	$259K	Buy	6,237 +370	+6%	+$15.4K	0.08%	155
2025 Q2	$244K	Buy	5,867 +57	+1%	+$2.33K	0.08%	158
2025 Q1	$239K	Buy	5,810 +34	+0.6%	+$1.41K	0.08%	157
2024 Q4	$241K	Buy	5,776 +62	+1%	+$2.59K	0.08%	154
2024 Q3	$239K	Sell	5,714 -188	-3%	-$7.82K	0.08%	157
2024 Q2	$247K	Buy	5,902 +48	+0.8%	+$2.01K	0.08%	151
2024 Q1	$247K	Sell	5,854 -4,894	-46%	-$205K	0.09%	154
2023 Q4	$451K	Buy	+10,748	New	+$448K	0.19%	108

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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Gilliland Jeter Wealth Management's SRLN Position: Q1 2026 in Review

Gilliland Jeter Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 5,076 shares — an estimated $209K sold.

Gilliland Jeter Wealth Management first reported a position in SRLN in Q4 2023 and held it in 9 quarters. The position peaked at $451K in Q4 2023. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Gilliland Jeter Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 5,076 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $209K.
Gilliland Jeter Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and held it in 9 quarters.
Gilliland Jeter Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $451K in Q4 2023.
486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.