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

Interactive Financial 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
2022
Q1 		– Sell
-17,071
Closed -$779K – 174
2021
Q4 		$779K Buy
17,071
+1,550
+10% +$70.9K 0.3% 47
2021
Q3 		$714K Buy
15,521
+605
+4% +$27.8K 0.31% 50
2021
Q2 		$690K Sell
14,916
-8,730
-37% -$401K 0.28% 53
2021
Q1 		$1.08M Buy
23,646
+16,616
+236% +$762K 0.45% 40
2020
Q4 		$321K Sell
7,030
-1,188
-14% -$53.4K 0.15% 67
2020
Q3 		$368K Buy
8,218
+3,392
+70% +$150K 0.18% 51
2020
Q2 		$209K Buy
+4,826
New +$204K 0.1% 66
2020
Q1 		– Sell
-13,790
Closed -$642K – 127
2019
Q4 		$642K Buy
13,790
+6,682
+94% +$308K 0.29% 45
2019
Q3 		$329K Buy
+7,108
New +$328K 0.15% 57
2018
Q4 		– Sell
-26,935
Closed -$1.27M – 119
2018
Q3 		$1.27M Buy
+26,935
New +$1.27M 0.61% 30
2018
Q2 		– Sell
-10,138
Closed -$481K – 113
2018
Q1 		$481K Buy
10,138
+1,701
+20% +$80.6K 0.23% 47
2017
Q4 		$398K Sell
8,437
-2,770
-25% -$131K 0.18% 47
2017
Q3 		$531K Buy
11,207
+9,798
+695% +$464K 0.24% 44
2017
Q2 		$67K Buy
+1,409
New +$66.9K 0.03% 73
2017
Q1 		– Sell
-13,620
Closed -$647K – 106
2016
Q4 		$647K Buy
13,620
+7,092
+109% +$335K 0.33% 42
2016
Q3 		$309K Buy
+6,528
New +$307K 0.15% 53
2015
Q3 		– Sell
-4,057
Closed -$200K – 114
2015
Q2 		$200K Buy
4,057
+703
+21% +$34.7K 0.11% 52
2015
Q1 		$165K Buy
3,354
+471
+16% +$23.1K 0.09% 52
2014
Q4 		$141K Buy
2,883
+523
+22% +$25.6K 0.08% 48
2014
Q3 		$116K Buy
2,360
+557
+31% +$27.7K 0.07% 51
2014
Q2 		$90K Buy
+1,803
New +$89.9K 0.05% 52

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Interactive Financial Advisors's SRLN Position: Q1 2022 in Review

Interactive Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2022, closing a stake of 17,071 shares — an estimated $779K sold.

Interactive Financial Advisors first reported a position in SRLN in Q2 2014 and held it in 21 quarters. The position peaked at $1.27M in Q3 2018. 547 funds tracked by Wall St. Rank hold SRLN as of Q1 2022.

  • Interactive Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Interactive Financial Advisors sold 17,071 State Street Blackstone Senior Loan ETF shares in Q1 2022, an estimated $779K.
  • Interactive Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2014 and held it in 21 quarters.
  • Interactive Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.27M in Q3 2018.
  • 547 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2022.

Based on Interactive Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.