Goldstone Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Goldstone Financial Group’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	$10.3M	Sell	255,058 -21,825	-8%	-$881K	0.94%	25
2026 Q1	$11.1M	Sell	276,883 -5,260	-2%	-$214K	1.21%	21
2025 Q4	$11.6M	Buy	282,143 +19,706	+8%	+$814K	1.3%	24
2025 Q3	$10.9M	Buy	262,437 +15,726	+6%	+$653K	1.29%	23
2025 Q2	$10.2M	Sell	246,711 -1,517	-0.6%	-$62.1K	1.35%	23
2025 Q1	$10.2M	Buy	248,228 +13,503	+6%	+$562K	1.55%	21
2024 Q4	$9.8M	Buy	234,725 +10,432	+5%	+$436K	1.54%	20
2024 Q3	$9.37M	Buy	224,293 +28,598	+15%	+$1.19M	1.63%	19
2024 Q2	$8.18M	Sell	195,695 -35,947	-16%	-$1.51M	1.64%	18
2024 Q1	$9.75M	Buy	231,642 +6,842	+3%	+$287K	2.24%	11
2023 Q4	$9.43M	Buy	224,800 +54,029	+32%	+$2.25M	2.43%	11
2023 Q3	$7.16M	Buy	170,771 +4,059	+2%	+$170K	2.12%	12
2023 Q2	$6.98M	Buy	166,712 +51,225	+44%	+$2.12M	2.05%	13
2023 Q1	$4.79M	Buy	+115,487	New	+$4.81M	1.58%	19

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldstone Financial Group's SRLN Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 7.9% in Q2 2026, selling an estimated $881K and leaving 255,058 shares worth $10.3M. The position accounts for 0.94% of the portfolio, ranked #25.

Goldstone Financial Group first reported a position in SRLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.6M in Q4 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Goldstone Financial Group held 255,058 shares of State Street Blackstone Senior Loan ETF worth $10.3M as of Q2 2026.
Goldstone Financial Group sold 21,825 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $881K.
State Street Blackstone Senior Loan ETF made up 0.94% of Goldstone Financial Group's portfolio in Q2 2026, its #25 holding.
Goldstone Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's State Street Blackstone Senior Loan ETF position peaked at $11.6M in Q4 2025.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.