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 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

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

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Insigneo Advisory Services's SRLN Position: Q1 2026 in Review

Insigneo Advisory Services reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.6% in Q1 2026, selling an estimated $149K and leaving 62,030 shares worth $2.49M. The position accounts for 0.18% of the portfolio, ranked #107.

Insigneo Advisory Services first reported a position in SRLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Insigneo Advisory Services held 62,030 shares of State Street Blackstone Senior Loan ETF worth $2.49M as of Q1 2026.
Insigneo Advisory Services sold 3,676 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $149K.
State Street Blackstone Senior Loan ETF made up 0.18% of Insigneo Advisory Services's portfolio in Q1 2026, its #107 holding.
Insigneo Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $2.71M in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.