Heritage Trust’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Sell
17,164
-1,730
-9% -$72K 0.08% 181
2025
Q1
$777K Hold
18,894
0.09% 171
2024
Q4
$788K Buy
+18,894
New +$788K 0.09% 165