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Howard Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Howard Financial Services’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
2025
Q3 		– Sell
-11,480
Closed -$477K – 202
2025
Q2 		$477K Buy
+11,480
New +$470K 0.06% 106

Other funds holding SRLN

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Howard Financial Services's SRLN Position: Q3 2025 in Review

Howard Financial Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2025, closing a stake of 11,480 shares — an estimated $477K sold.

Howard Financial Services first reported a position in SRLN in Q2 2025 and held it in 1 quarter. The position peaked at $477K in Q2 2025. 500 funds tracked by Wall St. Rank hold SRLN as of Q3 2025.

  • Howard Financial Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Howard Financial Services sold 11,480 State Street Blackstone Senior Loan ETF shares in Q3 2025, an estimated $477K.
  • Howard Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and held it in 1 quarter.
  • Howard Financial Services's State Street Blackstone Senior Loan ETF position peaked at $477K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2025.

Based on Howard Financial Services's 13F filing for Q3 2025, filed 23 Oct 2025.