Investors Research Corp’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Investors Research Corp’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 Q3	$1.57M	Sell	38,762 -1,295	-3%	-$52.4K	0.28%	52
2026 Q2	$1.61M	Sell	40,057 -1,141	-3%	-$46.1K	0.29%	54
2026 Q1	$1.65M	Sell	41,198 -255	-0.6%	-$10.4K	0.32%	46
2025 Q4	$1.71M	Sell	41,453 -712	-2%	-$29.4K	0.31%	46
2025 Q3	$1.75M	Sell	42,165 -55	-0.1%	-$2.28K	0.32%	45
2025 Q2	$1.76M	Sell	42,220 -59	-0.1%	-$2.41K	0.34%	49
2025 Q1	$1.74M	Sell	42,279 -21	-0%	-$873	0.38%	47
2024 Q4	$1.77M	Sell	42,300 -371	-0.9%	-$15.5K	0.39%	45
2024 Q3	$1.78M	Sell	42,671 -58	-0.1%	-$2.41K	0.39%	44
2024 Q2	$1.79M	Hold	42,729	–	–	0.42%	47
2024 Q1	$1.8M	Sell	42,729 -999	-2%	-$41.9K	0.42%	45
2023 Q4	$1.83M	Sell	43,728 -74	-0.2%	-$3.08K	0.44%	43
2023 Q3	$1.84M	Sell	43,802 -7,330	-14%	-$306K	0.48%	38
2023 Q2	$2.14M	Sell	51,132 -460	-0.9%	-$19K	0.54%	31
2023 Q1	$2.14M	Sell	51,592 -34	-0.1%	-$1.42K	0.56%	33
2022 Q4	$2.11M	Sell	51,626 -670	-1%	-$27.6K	0.57%	33
2022 Q3	$2.14M	Sell	52,296 -184	-0.4%	-$7.79K	0.65%	30
2022 Q2	$2.19M	Sell	52,480 -1,024	-2%	-$44.5K	0.66%	30
2022 Q1	$2.41M	Sell	53,504 -272	-0.5%	-$12.3K	0.68%	33
2021 Q4	$2.45M	Buy	53,776 +9,515	+21%	+$435K	0.74%	32
2021 Q3	$2.04M	Buy	44,261 +6,791	+18%	+$312K	0.69%	34
2021 Q2	$1.73M	Buy	37,470 +8,916	+31%	+$410K	0.6%	37
2021 Q1	$1.31M	Buy	28,554 +9,838	+53%	+$451K	0.49%	50
2020 Q4	$854K	Buy	18,716 +11,982	+178%	+$539K	0.34%	95
2020 Q3	$301K	Buy	+6,734	New	+$299K	0.15%	208

Other funds holding SRLN

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Investors Research Corp's SRLN Position: Q3 2026 in Review

Investors Research Corp reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.2% in Q3 2026, selling an estimated $52.4K and leaving 38,762 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #52.

Investors Research Corp first reported a position in SRLN in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.45M in Q4 2021. 15 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

Investors Research Corp held 38,762 shares of State Street Blackstone Senior Loan ETF worth $1.57M as of Q3 2026.
Investors Research Corp sold 1,295 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $52.4K.
State Street Blackstone Senior Loan ETF made up 0.28% of Investors Research Corp's portfolio in Q3 2026, its #52 holding.
Investors Research Corp first reported a position in State Street Blackstone Senior Loan ETF in Q3 2020 and has held it in 25 quarters since.
Investors Research Corp's State Street Blackstone Senior Loan ETF position peaked at $2.45M in Q4 2021.
15 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.