Insigneo Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Insigneo Advisory 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
2026 Q2	$2.55M	Buy	63,303 +1,273	+2%	+$51.4K	0.1%	162
2026 Q1	$2.49M	Sell	62,030 -3,676	-6%	-$149K	0.18%	107
2025 Q4	$2.71M	Buy	65,706 +10,151	+18%	+$419K	0.19%	100
2025 Q3	$2.31M	Buy	55,555 +4,220	+8%	+$175K	0.16%	110
2025 Q2	$2.14M	Buy	51,335 +2,514	+5%	+$103K	0.18%	107
2025 Q1	$2.01M	Buy	48,821 +11,014	+29%	+$458K	0.21%	97
2024 Q4	$1.58M	Buy	37,807 +10,077	+36%	+$422K	0.16%	117
2024 Q3	$1.16M	Buy	27,730 +2,212	+9%	+$92.1K	0.12%	165
2024 Q2	$1.04M	Buy	+25,518	New	+$1.07M	0.12%	166

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Insigneo Advisory Services's SRLN Position: Q2 2026 in Review

Insigneo Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.1% in Q2 2026, buying an estimated $51.4K and bringing the position to 63,303 shares worth $2.55M. The position accounts for 0.1% of the portfolio, ranked #162.

Insigneo Advisory Services first reported a position in SRLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Insigneo Advisory Services held 63,303 shares of State Street Blackstone Senior Loan ETF worth $2.55M as of Q2 2026.
Insigneo Advisory Services bought 1,273 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $51.4K.
State Street Blackstone Senior Loan ETF made up 0.1% of Insigneo Advisory Services's portfolio in Q2 2026, its #162 holding.
Insigneo Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $2.71M in Q4 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.