HighPoint Advisor Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

HighPoint Advisor 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
2026 Q2	$605K	Sell	15,019 -2,407	-14%	-$97.2K	0.02%	423
2026 Q1	$699K	Sell	17,426 -2,822	-14%	-$115K	0.03%	357
2025 Q4	$836K	Buy	+20,248	New	+$836K	0.02%	515

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighPoint Advisor Group's SRLN Position: Q2 2026 in Review

HighPoint Advisor Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 14% in Q2 2026, selling an estimated $97.2K and leaving 15,019 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #423.

HighPoint Advisor Group first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $836K in Q4 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

HighPoint Advisor Group held 15,019 shares of State Street Blackstone Senior Loan ETF worth $605K as of Q2 2026.
HighPoint Advisor Group sold 2,407 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $97.2K.
State Street Blackstone Senior Loan ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #423 holding.
HighPoint Advisor Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's State Street Blackstone Senior Loan ETF position peaked at $836K in Q4 2025.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.