HighTower Advisors
SRLN icon

HighTower Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

HighTower Advisors’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 		$30.2M Sell
751,651
-45,384
-6% -$1.84M 0.03% 491
2025
Q4 		$32.9M Sell
797,035
-69,089
-8% -$2.85M 0.04% 459
2025
Q3 		$36M Buy
866,124
+119,041
+16% +$4.94M 0.04% 430
2025
Q2 		$31.1M Sell
747,083
-22,929
-3% -$938K 0.04% 448
2025
Q1 		$31.7M Buy
770,012
+112,471
+17% +$4.68M 0.04% 411
2024
Q4 		$27.4M Buy
657,541
+89,638
+16% +$3.75M 0.04% 430
2024
Q3 		$23.7M Sell
567,903
-393,450
-41% -$16.4M 0.03% 472
2024
Q2 		$40.2M Buy
961,353
+123,409
+15% +$5.17M 0.06% 311
2024
Q1 		$35.3M Buy
837,944
+105,418
+14% +$4.42M 0.06% 331
2023
Q4 		$30.7M Buy
732,526
+230,316
+46% +$9.59M 0.05% 355
2023
Q3 		$21M Buy
502,210
+116,798
+30% +$4.88M 0.04% 428
2023
Q2 		$16.1M Sell
385,412
-11,177
-3% -$462K 0.03% 498
2023
Q1 		$16.4M Sell
396,589
-7,461
-2% -$310K 0.04% 464
2022
Q4 		$16.5M Sell
404,050
-84,186
-17% -$3.47M 0.04% 457
2022
Q3 		$20M Buy
488,236
+81,338
+20% +$3.44M 0.05% 333
2022
Q2 		$16.9M Sell
406,898
-19,106
-4% -$830K 0.04% 394
2022
Q1 		$19.1M Buy
426,004
+99,466
+30% +$4.49M 0.04% 390
2021
Q4 		$14.9M Buy
326,538
+51,014
+19% +$2.33M 0.03% 468
2021
Q3 		$12.7M Buy
275,524
+43,539
+19% +$2M 0.03% 452
2021
Q2 		$10.7M Buy
231,985
+167,493
+260% +$7.7M 0.03% 492
2021
Q1 		$2.94M Sell
64,492
-194
-0.3% -$8.9K 0.01% 940
2020
Q4 		$2.95M Sell
64,686
-5,273
-8% -$237K 0.01% 753
2020
Q3 		$3.13M Buy
69,959
+9,532
+16% +$423K 0.02% 718
2020
Q2 		$2.62M Sell
60,427
-20,698
-26% -$877K 0.01% 708
2020
Q1 		$3.23M Buy
81,125
+12,220
+18% +$546K 0.02% 581
2019
Q4 		$3.21M Buy
68,905
+14,568
+27% +$671K 0.02% 714
2019
Q3 		$2.52M Buy
54,337
+46,440
+588% +$2.14M 0.01% 815
2019
Q2 		$365K Buy
7,897
+2,417
+44% +$112K ﹤0.01% 1687
2019
Q1 		$250K Buy
5,480
+651
+13% +$29.9K ﹤0.01% 1821
2018
Q4 		$216K Sell
4,829
-620
-11% -$28.8K ﹤0.01% 1794
2018
Q3 		$257K Buy
5,449
+28
+0.5% +$1.32K ﹤0.01% 1809
2018
Q2 		$253K Buy
5,421
+47
+0.9% +$2.22K ﹤0.01% 1783
2018
Q1 		$254K Sell
5,374
-225
-4% -$10.7K ﹤0.01% 1757
2017
Q4 		$263K Sell
5,599
-251
-4% -$11.9K ﹤0.01% 1766
2017
Q3 		$277K Sell
5,850
-3,771
-39% -$179K ﹤0.01% 1728
2017
Q2 		$455K Sell
9,621
-17,988
-65% -$854K ﹤0.01% 1413
2017
Q1 		$1.31M Sell
27,609
-3,797
-12% -$180K 0.01% 916
2016
Q4 		$1.49M Sell
31,406
-639
-2% -$30.2K 0.02% 800
2016
Q3 		$1.52M Buy
32,045
+23,151
+260% +$1.09M 0.02% 754
2016
Q2 		$414K Buy
8,894
+25
+0.3% +$1.17K 0.01% 1199
2016
Q1 		$412K Sell
8,869
-1,495
-14% -$68.7K ﹤0.01% 1467
2015
Q4 		$479K Sell
10,364
-258
-2% -$12.1K 0.01% 1338
2015
Q3 		$509K Sell
10,622
-31
-0.3% -$1.5K 0.01% 1195
2015
Q2 		$525K Sell
10,653
-95,954
-90% -$4.74M 0.01% 990
2015
Q1 		$5.25M Buy
106,607
+1,795
+2% +$87.9K 0.08% 276
2014
Q4 		$5.11M Sell
104,812
-64,790
-38% -$3.17M 0.08% 278
2014
Q3 		$8.33M Buy
169,602
+68,702
+68% +$3.41M 0.14% 167
2014
Q2 		$5.04M Buy
100,900
+7,661
+8% +$382K 0.09% 255
2014
Q1 		$4.66M Buy
93,239
+36,962
+66% +$1.85M 0.09% 255
2013
Q4 		$2.81M Buy
56,277
+44,062
+361% +$2.2M 0.06% 356
2013
Q3 		$609K Buy
+12,215
New +$610K 0.02% 776

Other funds holding SRLN

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors's SRLN Position: Q1 2026 in Review

HighTower Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.7% in Q1 2026, selling an estimated $1.84M and leaving 751,651 shares worth $30.2M. The position accounts for 0.03% of the portfolio, ranked #491.

HighTower Advisors first reported a position in SRLN in Q3 2013 and has held it in 51 quarters since. The position peaked at $40.2M in Q2 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • HighTower Advisors held 751,651 shares of State Street Blackstone Senior Loan ETF worth $30.2M as of Q1 2026.
  • HighTower Advisors sold 45,384 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $1.84M.
  • State Street Blackstone Senior Loan ETF made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #491 holding.
  • HighTower Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2013 and has held it in 51 quarters since.
  • HighTower Advisors's State Street Blackstone Senior Loan ETF position peaked at $40.2M in Q2 2024.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.