GI
SRLN icon

Gradient Investments’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Gradient Investments’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 		– Sell
-7,416
Closed -$298K – 469
2026
Q1 		$298K Buy
7,416
+1,504
+25% +$61.1K ﹤0.01% 380
2025
Q4 		$244K Buy
5,912
+126
+2% +$5.2K ﹤0.01% 331
2025
Q3 		$241K Buy
5,786
+6
+0.1% +$249 ﹤0.01% 356
2025
Q2 		$240K Buy
5,780
+5
+0.1% +$205 ﹤0.01% 337
2025
Q1 		$238K Buy
+5,775
New +$240K ﹤0.01% 296
2024
Q3 		– Sell
-2,898
Closed -$121K – 1148
2024
Q2 		$121K Sell
2,898
-53
-2% -$2.22K ﹤0.01% 375
2024
Q1 		$124K Sell
2,951
-1,583
-35% -$66.3K ﹤0.01% 336
2023
Q4 		$190K Sell
4,534
-524
-10% -$21.8K ﹤0.01% 344
2023
Q3 		$212K Sell
5,058
-6
-0.1% -$251 0.01% 311
2023
Q2 		$212K Sell
5,064
-2,474
-33% -$102K 0.01% 317
2023
Q1 		$313K Sell
7,538
-911,113
-99% -$37.9M 0.01% 265
2022
Q4 		$37.6M Sell
918,651
-33,773
-4% -$1.39M 1.18% 19
2022
Q3 		$38.9M Sell
952,424
-908,068
-49% -$38.4M 1.19% 17
2022
Q2 		$77.5M Sell
1,860,492
-379,441
-17% -$16.5M 2.26% 7
2022
Q1 		$101M Sell
2,239,933
-14,725
-0.7% -$665K 2.59% 6
2021
Q4 		$103M Buy
2,254,658
+76,842
+4% +$3.51M 2.61% 5
2021
Q3 		$100M Buy
2,177,816
+418,298
+24% +$19.2M 2.81% 4
2021
Q2 		$81.4M Buy
1,759,518
+246,127
+16% +$11.3M 2.38% 6
2021
Q1 		$69.2M Buy
1,513,391
+1,510,518
+52,576% +$69.3M 2.25% 8
2020
Q4 		$128K Hold
2,873
– – 0.01% 290
2020
Q3 		$128K Buy
2,873
+212
+8% +$9.4K 0.01% 290
2020
Q2 		$115K Sell
2,661
-552
-17% -$23.4K 0.01% 282
2020
Q1 		$129K Sell
3,213
-16,109
-83% -$720K 0.01% 253
2019
Q4 		$900K Buy
19,322
+2,331
+14% +$107K 0.04% 199
2019
Q3 		$787K Buy
16,991
+51
+0.3% +$2.35K 0.04% 205
2019
Q2 		$783K Sell
16,940
-53,950
-76% -$2.5M 0.04% 206
2019
Q1 		$3.26M Buy
70,890
+355
+0.5% +$16.3K 0.21% 91
2018
Q4 		$3.15M Sell
70,535
-85,876
-55% -$3.99M 0.19% 87
2018
Q3 		$7.41M Sell
156,411
-4,584
-3% -$216K 0.38% 77
2018
Q2 		$7.56M Sell
160,995
-12,516
-7% -$592K 0.4% 75
2018
Q1 		$8.23M Sell
173,511
-620,466
-78% -$29.4M 0.45% 58
2017
Q4 		$37.5M Buy
793,977
+52,085
+7% +$2.46M 2.16% 7
2017
Q3 		$35.2M Buy
741,892
+32,600
+5% +$1.54M 2.25% 8
2017
Q2 		$33.6M Buy
709,292
+29,306
+4% +$1.39M 2.36% 6
2017
Q1 		$32.3M Buy
679,986
+357,248
+111% +$17M 2.47% 6
2016
Q4 		$15.3M Buy
322,738
+132,843
+70% +$6.28M 1.34% 11
2016
Q3 		$8.98M Buy
189,895
+6,948
+4% +$327K 0.88% 20
2016
Q2 		$8.55M Buy
182,947
+15,955
+10% +$746K 0.93% 21
2016
Q1 		$7.76M Buy
166,992
+11,157
+7% +$513K 0.96% 21
2015
Q4 		$7.19M Buy
155,835
+140,581
+922% +$6.61M 0.96% 21
2015
Q3 		$729K Sell
15,254
-4,141
-21% -$201K 0.1% 110
2015
Q2 		$955K Buy
19,395
+8,787
+83% +$434K 0.13% 110
2015
Q1 		$523K Sell
10,608
-364
-3% -$17.8K 0.08% 127
2014
Q4 		$535K Sell
10,972
-3,705
-25% -$181K 0.09% 120
2014
Q3 		$721K Sell
14,677
-1,378
-9% -$68.4K 0.13% 108
2014
Q2 		$803K Sell
16,055
-1,592
-9% -$79.4K 0.16% 105
2014
Q1 		$883K Sell
17,647
-3,567
-17% -$179K 0.2% 86
2013
Q4 		$1.06M Sell
21,214
-4,626
-18% -$231K 0.28% 86
2013
Q3 		$1.29M Buy
25,840
+1,631
+7% +$81.4K 0.41% 84
2013
Q2 		$1.2M Buy
+24,209
New +$1.21M 0.45% 52

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Gradient Investments's SRLN Position: Q2 2026 in Review

Gradient Investments sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 7,416 shares — an estimated $298K sold.

Gradient Investments first reported a position in SRLN in Q2 2013 and held it in 50 quarters. The position peaked at $103M in Q4 2021. 65 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Gradient Investments reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 7,416 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $298K.
  • Gradient Investments first reported a position in State Street Blackstone Senior Loan ETF in Q2 2013 and held it in 50 quarters.
  • Gradient Investments's State Street Blackstone Senior Loan ETF position peaked at $103M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.