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Independent Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Independent Financial Group’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 		$10.8M Buy
269,167
+47,405
+21% +$1.91M 0.2% 95
2026
Q1 		$8.9M Sell
221,762
-2,558
-1% -$104K 0.2% 103
2025
Q4 		$9.26M Buy
224,320
+63,272
+39% +$2.61M 0.21% 94
2025
Q3 		$6.7M Buy
161,048
+15,560
+11% +$646K 0.16% 121
2025
Q2 		$6.05M Buy
145,488
+12,350
+9% +$505K 0.17% 112
2025
Q1 		$5.48M Buy
133,138
+63,162
+90% +$2.63M 0.19% 104
2024
Q4 		$2.92M Buy
69,976
+7,253
+12% +$303K 0.1% 203
2024
Q3 		$2.62M Buy
62,723
+12,295
+24% +$512K 0.1% 219
2024
Q2 		$2.11M Sell
50,428
-3,672
-7% -$154K 0.08% 228
2024
Q1 		$2.28M Buy
54,100
+4,833
+10% +$203K 0.1% 189
2023
Q4 		$2.07M Buy
49,267
+3,289
+7% +$137K 0.11% 203
2023
Q3 		$1.93M Buy
45,978
+3,155
+7% +$132K 0.13% 191
2023
Q2 		$1.79M Buy
42,823
+5,621
+15% +$232K 0.12% 184
2023
Q1 		$1.54M Buy
37,202
+4,705
+14% +$196K 0.12% 188
2022
Q4 		$1.33M Buy
32,497
+239
+0.7% +$9.84K 0.11% 184
2022
Q3 		$1.32M Buy
32,258
+3,565
+12% +$151K 0.12% 168
2022
Q2 		$1.19M Buy
28,693
+12,279
+75% +$534K 0.13% 186
2022
Q1 		$738K Buy
16,414
+9,007
+122% +$407K 0.06% 329
2021
Q4 		$338K Buy
+7,407
New +$339K 0.03% 546

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's SRLN Position: Q2 2026 in Review

Independent Financial Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 21% in Q2 2026, buying an estimated $1.91M and bringing the position to 269,167 shares worth $10.8M. The position accounts for 0.2% of the portfolio, ranked #95.

Independent Financial Group first reported a position in SRLN in Q4 2021 and has held it in 19 quarters since. 459 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Independent Financial Group held 269,167 shares of State Street Blackstone Senior Loan ETF worth $10.8M as of Q2 2026.
  • Independent Financial Group bought 47,405 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $1.91M.
  • State Street Blackstone Senior Loan ETF made up 0.2% of Independent Financial Group's portfolio in Q2 2026, its #95 holding.
  • Independent Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
  • 459 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.