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

HighMark 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 		– Sell
-105
Closed -$4.33K – 596
2025
Q4 		$4.33K Buy
+105
New +$4.33K ﹤0.01% 424

Other funds holding SRLN

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HighMark Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 105 shares — an estimated $4.33K sold.

HighMark Wealth Management first reported a position in SRLN in Q4 2025 and held it in 1 quarter. The position peaked at $4.33K in Q4 2025. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • HighMark Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 105 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $4.33K.
  • HighMark Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • HighMark Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $4.33K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.