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

Inspirion Wealth 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
2024 Q1	–	Sell	-5,107	Closed	-$214K	–	153
2023 Q4	$214K	Sell	5,107 -399	-7%	-$16.6K	0.04%	131
2023 Q3	$231K	Sell	5,506 -16,902	-75%	-$707K	0.05%	127
2023 Q2	$938K	Sell	22,408 -13,382	-37%	-$553K	0.18%	57
2023 Q1	$1.48M	Sell	35,790 -131,049	-79%	-$5.45M	0.3%	37
2022 Q4	$6.82M	Sell	166,839 -204,045	-55%	-$8.4M	1.45%	16
2022 Q3	$15.2M	Sell	370,884 -903	-0.2%	-$38.2K	3.42%	13
2022 Q2	$15.5M	Sell	371,787 -6,466	-2%	-$281K	3.4%	11
2022 Q1	$17M	Buy	+378,253	New	+$17.1M	3.48%	10

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Inspirion Wealth Advisors's SRLN Position: Q1 2024 in Review

Inspirion Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2024, closing a stake of 5,107 shares — an estimated $214K sold.

Inspirion Wealth Advisors first reported a position in SRLN in Q1 2022 and held it in 8 quarters. The position peaked at $17M in Q1 2022. 479 funds tracked by Wall St. Rank hold SRLN as of Q1 2024.

Inspirion Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
Inspirion Wealth Advisors sold 5,107 State Street Blackstone Senior Loan ETF shares in Q1 2024, an estimated $214K.
Inspirion Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 8 quarters.
Inspirion Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $17M in Q1 2022.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2024.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.