High Net Worth Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

High Net Worth Advisory 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
2025 Q4	–	Sell	-9,850	Closed	-$410K	–	247
2025 Q3	$410K	Hold	9,850	–	–	0.1%	152
2025 Q2	$410K	Buy	9,850 +500	+5%	+$20.5K	0.11%	148
2025 Q1	$385K	Hold	9,350	–	–	0.11%	145
2024 Q4	$390K	Buy	+9,350	New	+$391K	0.11%	143
2023 Q1	–	Sell	-1,000	Closed	-$40.9K	–	522
2022 Q4	$40.9K	Hold	1,000	–	–	0.02%	356
2022 Q3	$41K	Hold	1,000	–	–	0.02%	360
2022 Q2	$42K	Hold	1,000	–	–	0.02%	349
2022 Q1	$45K	Buy	+1,000	New	+$45.2K	0.02%	355

Other funds holding SRLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

High Net Worth Advisory Group's SRLN Position: Q4 2025 in Review

High Net Worth Advisory Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 9,850 shares — an estimated $410K sold.

High Net Worth Advisory Group first reported a position in SRLN in Q1 2022 and held it in 8 quarters. The position peaked at $410K in Q2 2025. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

High Net Worth Advisory Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
High Net Worth Advisory Group sold 9,850 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $410K.
High Net Worth Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 8 quarters.
High Net Worth Advisory Group's State Street Blackstone Senior Loan ETF position peaked at $410K in Q2 2025.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on High Net Worth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.