Householder Group Estate & Retirement Specialist’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$74K	Sell	1,788 -116	-6%	-$4.85K	0.06%	183
2024 Q3	$79K	Sell	1,904 -103	-5%	-$4.29K	0.02%	404
2024 Q2	$83K	Buy	2,007 +350	+21%	+$14.7K	0.02%	387
2024 Q1	$69.8K	Sell	1,657 -462	-22%	-$19.4K	0.02%	420
2023 Q4	$88K	Buy	2,119 +75	+4%	+$3.12K	0.03%	357
2023 Q3	$85.7K	Buy	+2,044	New	+$85.5K	0.03%	351
2023 Q1	$106K	Buy	+2,547	New	+$106K	0.04%	294
2022 Q4	–	Sell	-1,951	Closed	-$79K	–	1036
2022 Q3	$79K	Buy	+1,951	New	+$82.6K	0.03%	305

Other funds holding SRLN

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OPAM

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

APSPRSPT

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

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

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

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

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

SIM

Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SRLN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.1% in Q4 2024, selling an estimated $4.85K and leaving 1,788 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #183.

Householder Group Estate & Retirement Specialist first reported a position in SRLN in Q3 2022 and has held it in 8 quarters since. The position peaked at $106K in Q1 2023. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,788 shares of State Street Blackstone Senior Loan ETF worth $74K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 116 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $4.85K.
State Street Blackstone Senior Loan ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #183 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street Blackstone Senior Loan ETF position peaked at $106K in Q1 2023.
528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.