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Greenwich Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Greenwich Wealth Management’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 		$499K Buy
12,425
+244
+2% +$9.91K 0.02% 199
2025
Q4 		$503K Sell
12,181
-2,599
-18% -$107K 0.02% 194
2025
Q3 		$615K Buy
14,780
+38
+0.3% +$1.58K 0.03% 184
2025
Q2 		$613K Sell
14,742
-163
-1% -$6.67K 0.03% 162
2025
Q1 		$613K Sell
14,905
-151
-1% -$6.28K 0.05% 151
2024
Q4 		$628K Buy
15,056
+50
+0.3% +$2.09K 0.04% 147
2024
Q3 		$627K Buy
15,006
+40
+0.3% +$1.67K 0.04% 149
2024
Q2 		$626K Sell
14,966
-2,661
-15% -$111K 0.05% 142
2024
Q1 		$742K Sell
17,627
-375
-2% -$15.7K 0.06% 130
2023
Q4 		$755K Sell
18,002
-973
-5% -$40.5K 0.07% 131
2023
Q3 		$796K Sell
18,975
-1,200
-6% -$50.2K 0.08% 119
2023
Q2 		$845K Sell
20,175
-125
-0.6% -$5.16K 0.09% 117
2023
Q1 		$842K Sell
20,300
-1,150
-5% -$47.8K 0.09% 117
2022
Q4 		$877K Sell
21,450
-24,478
-53% -$1.01M 0.1% 114
2022
Q3 		$1.88M Sell
45,928
-4,210
-8% -$178K 0.2% 69
2022
Q2 		$2.09M Buy
50,138
+1,477
+3% +$64.2K 0.28% 64
2022
Q1 		$2.19M Buy
48,661
+20,296
+72% +$917K 0.22% 71
2021
Q4 		$1.29M Buy
28,365
+1,309
+5% +$59.9K 0.11% 92
2021
Q3 		$1.25M Buy
27,056
+7,207
+36% +$331K 0.1% 97
2021
Q2 		$919K Buy
+19,849
New +$913K 0.08% 114
2020
Q1 		– Sell
-12,814
Closed -$597K – 203
2019
Q4 		$597K Sell
12,814
-25
-0.2% -$1.15K 0.12% 111
2019
Q3 		$595K Sell
12,839
-161
-1% -$7.43K 0.12% 112
2019
Q2 		$601K Buy
13,000
+927
+8% +$43K 0.1% 112
2019
Q1 		$556K Sell
12,073
-377
-3% -$17.3K 0.1% 110
2018
Q4 		$557K Sell
12,450
-2,143
-15% -$99.6K 0.11% 106
2018
Q3 		$691K Buy
14,593
+375
+3% +$17.7K 0.12% 102
2018
Q2 		$668K Sell
14,218
-340
-2% -$16.1K 0.12% 98
2018
Q1 		$690K Buy
14,558
+1,157
+9% +$54.8K 0.11% 96
2017
Q4 		$632K Buy
13,401
+123
+0.9% +$5.82K 0.11% 101
2017
Q3 		$630K Buy
13,278
+6,836
+106% +$324K 0.11% 101
2017
Q2 		$306K Buy
6,442
+1,332
+26% +$63.2K 0.05% 137
2017
Q1 		$243K Buy
+5,110
New +$243K 0.03% 154
2014
Q3 		– Sell
-36,322
Closed -$1.82M – 173
2014
Q2 		$1.82M Sell
36,322
-5,975
-14% -$298K 0.12% 97
2014
Q1 		$2.12M Buy
42,297
+5,057
+14% +$253K 0.15% 89
2013
Q4 		$1.86M Buy
37,240
+26,001
+231% +$1.3M 0.19% 95
2013
Q3 		$560K Buy
11,239
+975
+9% +$48.7K 0.04% 112
2013
Q2 		$510K Buy
+10,264
New +$514K 0.04% 107

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Greenwich Wealth Management's SRLN Position: Q1 2026 in Review

Greenwich Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2% in Q1 2026, buying an estimated $9.91K and bringing the position to 12,425 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #199.

Greenwich Wealth Management first reported a position in SRLN in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.19M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Greenwich Wealth Management held 12,425 shares of State Street Blackstone Senior Loan ETF worth $499K as of Q1 2026.
  • Greenwich Wealth Management bought 244 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $9.91K.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Greenwich Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2013 and has held it in 37 quarters since.
  • Greenwich Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $2.19M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.