HIM
SRLN icon

Hillsdale Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Hillsdale Investment 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 		$844K Buy
21,020
+4,830
+30% +$196K 0.02% 403
2025
Q4 		$668K Hold
16,190
– – 0.02% 429
2025
Q3 		$673K Buy
16,190
+1,730
+12% +$71.8K 0.02% 414
2025
Q2 		$601K Sell
14,460
-4,300
-23% -$176K 0.02% 390
2025
Q1 		$772K Hold
18,760
– – 0.04% 285
2024
Q4 		$783K Buy
18,760
+2,900
+18% +$121K 0.04% 282
2024
Q3 		$662K Buy
15,860
+3,000
+23% +$125K 0.05% 329
2024
Q2 		$538K Hold
12,860
– – 0.04% 321
2024
Q1 		$542K Buy
12,860
+600
+5% +$25.1K 0.04% 309
2023
Q4 		$514K Hold
12,260
– – 0.04% 297
2023
Q3 		$514K Hold
12,260
– – 0.05% 260
2023
Q2 		$513K Hold
12,260
– – 0.05% 235
2023
Q1 		$508K Hold
12,260
– – 0.04% 314
2022
Q4 		$501K Buy
12,260
+1,940
+19% +$79.9K 0.04% 340
2022
Q3 		$422K Sell
10,320
-3,230
-24% -$137K 0.04% 365
2022
Q2 		$564K Sell
13,550
-5,470
-29% -$238K 0.05% 303
2022
Q1 		$855K Buy
19,020
+4,300
+29% +$194K 0.06% 269
2021
Q4 		$672K Hold
14,720
– – 0.05% 323
2021
Q3 		$677K Hold
14,720
– – 0.05% 320
2021
Q2 		$681K Buy
14,720
+6,510
+79% +$299K 0.05% 310
2021
Q1 		$376K Sell
8,210
-2,540
-24% -$117K 0.03% 388
2020
Q4 		$491K Hold
10,750
– – 0.05% 355
2020
Q3 		$481K Hold
10,750
– – 0.05% 325
2020
Q2 		$466K Sell
10,750
-1,530
-12% -$64.8K 0.04% 340
2020
Q1 		$491K Sell
12,280
-4,070
-25% -$182K 0.06% 296
2019
Q4 		$762K Buy
16,350
+5,200
+47% +$240K 0.07% 282
2019
Q3 		$516K Buy
11,150
+2,100
+23% +$96.9K 0.05% 331
2019
Q2 		$418K Hold
9,050
– – 0.04% 371
2019
Q1 		$417K Buy
9,050
+1,600
+21% +$73.5K 0.04% 357
2018
Q4 		$333K Buy
7,450
+850
+13% +$39.5K 0.04% 361
2018
Q3 		$313K Sell
6,600
-52,600
-89% -$2.48M 0.04% 254
2018
Q2 		$2.78M Hold
59,200
– – 0.34% 51
2018
Q1 		$2.81M Sell
59,200
-11,400
-16% -$540K 0.39% 40
2017
Q4 		$3.33M Hold
70,600
– – 0.54% 38
2017
Q3 		$3.35M Buy
70,600
+1,600
+2% +$75.8K 0.56% 36
2017
Q2 		$3.27M Sell
69,000
-12,250
-15% -$581K 0.64% 37
2017
Q1 		$3.86M Hold
81,250
– – 0.77% 27
2016
Q4 		$3.86M Buy
81,250
+31,300
+63% +$1.48M 0.8% 26
2016
Q3 		$2.36M Hold
49,950
– – 0.63% 35
2016
Q2 		$2.33M Buy
49,950
+6,100
+14% +$285K 0.68% 34
2016
Q1 		$2.04M Buy
+43,850
New +$2.01M 0.69% 31

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 $1.37T 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 $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 $1.25B 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

Hillsdale Investment Management's SRLN Position: Q1 2026 in Review

Hillsdale Investment Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 30% in Q1 2026, buying an estimated $196K and bringing the position to 21,020 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #403.

Hillsdale Investment Management first reported a position in SRLN in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.86M in Q1 2017. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Hillsdale Investment Management held 21,020 shares of State Street Blackstone Senior Loan ETF worth $844K as of Q1 2026.
  • Hillsdale Investment Management bought 4,830 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $196K.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Hillsdale Investment Management's portfolio in Q1 2026, its #403 holding.
  • Hillsdale Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2016 and has held it in 41 quarters since.
  • Hillsdale Investment Management's State Street Blackstone Senior Loan ETF position peaked at $3.86M in Q1 2017.
  • 486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.