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Jaffetilchin Investment Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Jaffetilchin Investment Partners’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 		$1.03M Buy
25,652
+283
+1% +$11.5K 0.06% 187
2025
Q4 		$1.05M Buy
25,369
+595
+2% +$24.6K 0.06% 182
2025
Q3 		$1.03M Sell
24,774
-211
-0.8% -$8.76K 0.06% 186
2025
Q2 		$1.04M Sell
24,985
-7,273
-23% -$298K 0.07% 177
2025
Q1 		$1.33M Buy
32,258
+85
+0.3% +$3.54K 0.1% 146
2024
Q4 		$1.34M Buy
32,173
+696
+2% +$29.1K 0.1% 135
2024
Q3 		$1.31M Buy
31,477
+341
+1% +$14.2K 0.1% 118
2024
Q2 		$1.3M Buy
31,136
+415
+1% +$17.4K 0.11% 114
2024
Q1 		$1.29M Buy
30,721
+421
+1% +$17.6K 0.12% 111
2023
Q4 		$1.27M Buy
30,300
+530
+2% +$22.1K 0.12% 110
2023
Q3 		$1.25M Sell
29,770
-6,533
-18% -$273K 0.14% 97
2023
Q2 		$1.52M Sell
36,303
-64,586
-64% -$2.67M 0.16% 89
2023
Q1 		$4.18M Sell
100,889
-241,832
-71% -$10.1M 0.48% 48
2022
Q4 		$14M Buy
+342,721
New +$14.1M 1.71% 11
2021
Q4 		– Sell
-8,818
Closed -$406K – 382
2021
Q3 		$406K Buy
+8,818
New +$405K 0.04% 233

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Jaffetilchin Investment Partners's SRLN Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.1% in Q1 2026, buying an estimated $11.5K and bringing the position to 25,652 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #187.

Jaffetilchin Investment Partners first reported a position in SRLN in Q3 2021 and has held it in 15 quarters since. The position peaked at $14M in Q4 2022. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Jaffetilchin Investment Partners held 25,652 shares of State Street Blackstone Senior Loan ETF worth $1.03M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 283 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $11.5K.
  • State Street Blackstone Senior Loan ETF made up 0.06% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #187 holding.
  • Jaffetilchin Investment Partners first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and has held it in 15 quarters since.
  • Jaffetilchin Investment Partners's State Street Blackstone Senior Loan ETF position peaked at $14M in Q4 2022.
  • 485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.