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Global Financial Private Client’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Global Financial Private Client’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 		$222K Buy
5,521
+91
+2% +$3.67K 0.06% 237
2026
Q1 		$218K Buy
5,430
+127
+2% +$5.16K 0.07% 223
2025
Q4 		$219K Buy
5,303
+41
+0.8% +$1.69K 0.08% 215
2025
Q3 		$219K Buy
+5,262
New +$218K 0.08% 219
2025
Q2 		– Sell
-4,185
Closed -$172K – 1399
2025
Q1 		$172K Buy
4,185
+1,415
+51% +$58.9K 0.07% 213
2024
Q4 		$116K Buy
2,770
+107
+4% +$4.48K 0.04% 246
2024
Q3 		$111K Buy
2,663
+109
+4% +$4.54K 0.04% 249
2024
Q2 		$107K Sell
2,554
-400
-14% -$16.7K 0.04% 226
2024
Q1 		$124K Buy
2,954
+25
+0.9% +$1.05K 0.05% 214
2023
Q4 		$123K Buy
2,929
+1,093
+60% +$45.5K 0.06% 208
2023
Q3 		$76.3K Buy
1,836
+40
+2% +$1.67K 0.04% 243
2023
Q2 		$74.8K Buy
1,796
+58
+3% +$2.4K 0.04% 250
2023
Q1 		$71.6K Sell
1,738
-1,890
-52% -$78.6K 0.04% 248
2022
Q4 		$148K Buy
3,628
+2,092
+136% +$86.1K 0.08% 161
2022
Q3 		$62.7K Buy
1,536
+454
+42% +$19.2K 0.04% 241
2022
Q2 		$45K Sell
1,082
-20
-2% -$869 0.03% 269
2022
Q1 		$49.4K Buy
1,102
+613
+125% +$27.7K 0.02% 265
2021
Q4 		$22.3K Buy
+489
New +$22.4K 0.01% 332
2020
Q4 		– Sell
-272
Closed -$12.1K – 591
2020
Q3 		$12.1K Hold
272
– – 0.01% 295
2020
Q2 		$11.8K Sell
272
-86
-24% -$3.64K 0.01% 326
2020
Q1 		$13.9K Sell
358
-1,119
-76% -$50K 0.01% 334
2019
Q4 		$68.8K Buy
+1,477
New +$68.1K 0.06% 202

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Global Financial Private Client's SRLN Position: Q2 2026 in Review

Global Financial Private Client increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.7% in Q2 2026, buying an estimated $3.67K and bringing the position to 5,521 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #237.

Global Financial Private Client first reported a position in SRLN in Q4 2019 and has held it in 22 quarters since. 205 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Global Financial Private Client held 5,521 shares of State Street Blackstone Senior Loan ETF worth $222K as of Q2 2026.
  • Global Financial Private Client bought 91 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $3.67K.
  • State Street Blackstone Senior Loan ETF made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #237 holding.
  • Global Financial Private Client first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 22 quarters since.
  • 205 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.