Golden State Equity Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Golden State Equity Partners’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	$2.9M	Buy	72,124 +35,227	+95%	+$1.43M	0.22%	104
2025 Q4	$1.52M	Buy	36,897 +2,260	+7%	+$93.3K	0.25%	86
2025 Q3	$1.44M	Sell	34,637 -6,378	-16%	-$265K	0.24%	97
2025 Q2	$1.71M	Sell	41,015 -16,841	-29%	-$689K	0.32%	69
2025 Q1	$2.38M	Buy	57,856 +8,316	+17%	+$346K	0.47%	50
2024 Q4	$2.07M	Buy	49,540 +49,526	+353,757%	+$2.07M	0.4%	54
2024 Q3	$584	Sell	14 -5,657	-100%	-$235K	﹤0.01%	780
2024 Q2	$237K	Buy	+5,671	New	+$237K	0.05%	361

Other funds holding SRLN

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 $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Golden State Equity Partners's SRLN Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 95% in Q1 2026, buying an estimated $1.43M and bringing the position to 72,124 shares worth $2.9M. The position accounts for 0.22% of the portfolio, ranked #104.

Golden State Equity Partners first reported a position in SRLN in Q2 2024 and has held it in 8 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Golden State Equity Partners held 72,124 shares of State Street Blackstone Senior Loan ETF worth $2.9M as of Q1 2026.
Golden State Equity Partners bought 35,227 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $1.43M.
State Street Blackstone Senior Loan ETF made up 0.22% of Golden State Equity Partners's portfolio in Q1 2026, its #104 holding.
Golden State Equity Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.