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Ground Swell Capital’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Ground Swell Capital’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
2022
Q1 		– Sell
-48,125
Closed -$2.2M – 106
2021
Q4 		$2.2M Buy
+48,125
New +$2.2M 12.76% 1

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ground Swell Capital's SRLN Position: Q1 2022 in Review

Ground Swell Capital sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2022, closing a stake of 48,125 shares — an estimated $2.2M sold.

Ground Swell Capital first reported a position in SRLN in Q4 2021 and held it in 1 quarter. The position peaked at $2.2M in Q4 2021. 548 funds tracked by Wall St. Rank hold SRLN as of Q1 2022.

  • Ground Swell Capital reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Ground Swell Capital sold 48,125 State Street Blackstone Senior Loan ETF shares in Q1 2022, an estimated $2.2M.
  • Ground Swell Capital first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 1 quarter.
  • Ground Swell Capital's State Street Blackstone Senior Loan ETF position peaked at $2.2M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2022.

Based on Ground Swell Capital's 13F filing for Q1 2022, filed 10 May 2022.