Gladstone Institutional Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Gladstone Institutional Advisory’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	-8,565	Closed	-$353K	–	885
2025 Q4	$353K	Buy	+8,565	New	+$354K	0.01%	589
2024 Q1	–	Sell	-17,475	Closed	-$733K	–	710
2023 Q4	$733K	Sell	17,475 -3,010	-15%	-$125K	0.04%	343
2023 Q3	$859K	Sell	20,485 -4,200	-17%	-$176K	0.06%	286
2023 Q2	$1.03M	Sell	24,685 -3,418	-12%	-$141K	0.06%	270
2023 Q1	$1.17M	Sell	28,103 -4,504	-14%	-$187K	0.08%	257
2022 Q4	$1.33M	Sell	32,607 -3,116	-9%	-$128K	0.09%	241
2022 Q3	$1.46M	Sell	35,723 -19,648	-35%	-$832K	0.11%	214
2022 Q2	$2.31M	Buy	55,371 +7,195	+15%	+$313K	0.18%	144
2022 Q1	$2.17M	Buy	48,176 +39,944	+485%	+$1.8M	0.15%	179
2021 Q4	$376K	Buy	+8,232	New	+$376K	0.03%	436
2019 Q3	–	Sell	-9,650	Closed	-$446K	–	300
2019 Q2	$446K	Buy	+9,650	New	+$447K	0.14%	153

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 $1.15B AUM 29.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gladstone Institutional Advisory's SRLN Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 8,565 shares — an estimated $353K sold.

Gladstone Institutional Advisory first reported a position in SRLN in Q2 2019 and held it in 11 quarters. The position peaked at $2.31M in Q2 2022. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Gladstone Institutional Advisory reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 8,565 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $353K.
Gladstone Institutional Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q2 2019 and held it in 11 quarters.
Gladstone Institutional Advisory's State Street Blackstone Senior Loan ETF position peaked at $2.31M in Q2 2022.
488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.