Hudock Inc’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Hudock Inc’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
2022 Q4	–	Sell	-675	Closed	-$27K	–	649
2022 Q3	$27K	Sell	675 -151	-18%	-$6.39K	0.01%	391
2022 Q2	$34K	Buy	826 +442	+115%	+$19.2K	0.01%	355
2022 Q1	$17K	Buy	+384	New	+$17.3K	﹤0.01%	471
2019 Q1	–	Sell	-248	Closed	-$11K	–	706
2018 Q4	$11K	Sell	248 -177	-42%	-$8.22K	﹤0.01%	387
2018 Q3	$20K	Hold	425	–	–	0.01%	350
2018 Q2	$19K	Sell	425 -170	-29%	-$8.04K	0.01%	350
2018 Q1	$28K	Buy	595 +170	+40%	+$8.06K	0.01%	317
2017 Q4	$20K	Hold	425	–	–	0.01%	353
2017 Q3	$20K	Hold	425	–	–	0.01%	350
2017 Q2	$20K	Sell	425 -2	-0.5%	-$95	0.01%	331
2017 Q1	$20K	Buy	+427	New	+$20.3K	0.01%	324

Other funds holding SRLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudock Inc's SRLN Position: Q4 2022 in Review

Hudock Inc sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022, closing a stake of 675 shares — an estimated $27K sold.

Hudock Inc first reported a position in SRLN in Q1 2017 and held it in 11 quarters. The position peaked at $34K in Q2 2022. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

Hudock Inc reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 675 State Street Blackstone Senior Loan ETF shares in Q4 2022, an estimated $27K.
Hudock Inc first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and held it in 11 quarters.
Hudock Inc's State Street Blackstone Senior Loan ETF position peaked at $34K in Q2 2022.
513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.