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

IFP 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
Q2 		$139K Buy
3,461
+199
+6% +$8.04K ﹤0.01% 1752
2026
Q1 		$131K Sell
3,262
-3,028
-48% -$123K ﹤0.01% 1656
2025
Q4 		$260K Sell
6,290
-77
-1% -$3.18K 0.01% 1238
2025
Q3 		$265K Sell
6,367
-1,161
-15% -$48.2K 0.01% 1158
2025
Q2 		$313K Sell
7,528
-21
-0.3% -$859 0.01% 1047
2025
Q1 		$311K Buy
7,549
+252
+3% +$10.5K 0.01% 969
2024
Q4 		$304K Sell
7,297
-1,279
-15% -$53.5K 0.01% 935
2024
Q3 		$358K Sell
8,576
-1,027
-11% -$42.7K 0.01% 821
2024
Q2 		$401K Buy
9,603
+71
+0.7% +$2.97K 0.02% 730
2024
Q1 		$401K Buy
9,532
+12
+0.1% +$503 0.02% 687
2023
Q4 		$399K Sell
9,520
-657
-6% -$27.4K 0.02% 658
2023
Q3 		$427K Buy
10,177
+1,581
+18% +$66.1K 0.02% 653
2023
Q2 		$360K Sell
8,596
-3,277
-28% -$135K 0.02% 774
2023
Q1 		$559K Sell
11,873
-13,148
-53% -$547K 0.02% 564
2022
Q4 		$1.18M Sell
25,021
-805
-3% -$33.1K 0.03% 558
2022
Q3 		$1.22M Buy
25,826
+2,715
+12% +$115K 0.03% 572
2022
Q2 		$1.09M Hold
23,111
– – 0.03% 553
2022
Q1 		$1.09M Buy
23,111
+22,784
+6,968% +$1.03M 0.03% 553
2021
Q4 		$15K Buy
327
+6
+2% +$274 ﹤0.01% 2080
2021
Q3 		$14K Buy
321
+3
+0.9% +$138 ﹤0.01% 2147
2021
Q2 		$14K Buy
318
+123
+63% +$5.66K ﹤0.01% 2094
2021
Q1 		$9K Hold
195
– – ﹤0.01% 2184
2020
Q4 		$9K Sell
195
-104
-35% -$4.68K ﹤0.01% 2115
2020
Q3 		$14K Buy
299
+2
+0.7% +$89 ﹤0.01% 1788
2020
Q2 		$14K Buy
297
+108
+57% +$4.58K ﹤0.01% 1706
2020
Q1 		$7K Sell
189
-1,882
-91% -$84.1K ﹤0.01% 1944
2019
Q4 		$97K Sell
2,071
-1,349
-39% -$62.2K 0.01% 964
2019
Q3 		$158K Buy
+3,420
New +$158K 0.01% 854
2019
Q1 		$108K Sell
2,316
-13,172
-85% -$605K 0.01% 664
2018
Q4 		$693K Sell
15,488
-25,876
-63% -$1.2M 0.04% 448
2018
Q3 		$1.96M Sell
41,364
-12,092
-23% -$570K 0.08% 266
2018
Q2 		$2.51M Buy
53,456
+23,532
+79% +$1.11M 0.11% 212
2018
Q1 		$1.41M Hold
29,924
– – 0.06% 305
2017
Q4 		$1.41M Buy
29,924
+3,743
+14% +$177K 0.06% 306
2017
Q3 		$1.24M Buy
26,181
+574
+2% +$27.2K 0.05% 380
2017
Q2 		$1.22M Sell
25,607
-3,717
-13% -$176K 0.05% 374
2017
Q1 		$1.39M Sell
29,324
-851
-3% -$40.4K 0.06% 339
2016
Q4 		$1.43M Buy
30,175
+9,756
+48% +$461K 0.07% 301
2016
Q3 		$965K Buy
20,419
+7,554
+59% +$355K 0.05% 371
2016
Q2 		$601K Buy
12,865
+10,549
+455% +$493K 0.03% 488
2016
Q1 		$108K Sell
2,316
-3,193
-58% -$147K 0.01% 664
2015
Q4 		$254K Buy
+5,509
New +$259K 0.02% 737

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's SRLN Position: Q2 2026 in Review

IFP Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.1% in Q2 2026, buying an estimated $8.04K and bringing the position to 3,461 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

IFP Advisors first reported a position in SRLN in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.51M in Q2 2018. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • IFP Advisors held 3,461 shares of State Street Blackstone Senior Loan ETF worth $139K as of Q2 2026.
  • IFP Advisors bought 199 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $8.04K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1752 holding.
  • IFP Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's State Street Blackstone Senior Loan ETF position peaked at $2.51M in Q2 2018.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.