Jim Simons’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Jim Simons’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	–	Sell	-114,783	Closed	-$4.74M	–	3664
2025 Q4	$4.74M	Sell	114,783 -1,349,596	-92%	-$55.7M	0.01%	1335
2025 Q3	$60.9M	Sell	1,464,379 -64,087	-4%	-$2.66M	0.08%	283
2025 Q2	$63.6M	Buy	1,528,466 +1,381,766	+942%	+$56.5M	0.08%	261
2025 Q1	$6.03M	Sell	146,700 -1,908,069	-93%	-$79.4M	0.01%	1315
2024 Q4	$85.7M	Buy	2,054,769 +119,269	+6%	+$4.99M	0.13%	194
2024 Q3	$80.8M	Buy	1,935,500 +561,735	+41%	+$23.4M	0.12%	194
2024 Q2	$57.4M	Sell	1,373,765 -248,035	-15%	-$10.4M	0.1%	247
2024 Q1	$68.3M	Sell	1,621,800 -207,900	-11%	-$8.71M	0.11%	226
2023 Q4	$76.7M	Buy	1,829,700 +1,182,400	+183%	+$49.2M	0.12%	192
2023 Q3	$27.1M	Sell	647,300 -123,700	-16%	-$5.17M	0.05%	448
2023 Q2	$32.3M	Buy	771,000 +669,900	+663%	+$27.7M	0.05%	445
2023 Q1	$4.19M	Buy	+101,100	New	+$4.21M	0.01%	1578
2022 Q2	–	Sell	-181,900	Closed	-$8.18M	–	4561
2022 Q1	$8.18M	Sell	181,900 -280,600	-61%	-$12.7M	0.01%	1253
2021 Q4	$21.1M	Buy	462,500 +68,200	+17%	+$3.12M	0.03%	680
2021 Q3	$18.1M	Sell	394,300 -150,000	-28%	-$6.88M	0.02%	720
2021 Q2	$25.2M	Buy	+544,300	New	+$25M	0.03%	614
2021 Q1	–	Sell	-307,500	Closed	-$14M	–	3684
2020 Q4	$14M	Buy	307,500 +191,700	+166%	+$8.62M	0.02%	951
2020 Q3	$5.18M	Buy	115,800 +60,300	+109%	+$2.67M	0.01%	1555
2020 Q2	$2.41M	Buy	+55,500	New	+$2.35M	﹤0.01%	2090
2020 Q1	–	Sell	-303,586	Closed	-$14.1M	–	3766
2019 Q4	$14.1M	Buy	303,586 +124,504	+70%	+$5.74M	0.01%	1213
2019 Q3	$8.29M	Buy	179,082 +55,682	+45%	+$2.57M	0.01%	1507
2019 Q2	$5.7M	Buy	+123,400	New	+$5.72M	0.01%	1739
2018 Q4	–	Sell	-195,100	Closed	-$9.24M	–	3600
2018 Q3	$9.24M	Buy	195,100 +9,672	+5%	+$456K	0.01%	1410
2018 Q2	$8.71M	Buy	185,428 +9,328	+5%	+$441K	0.01%	1445
2018 Q1	$8.35M	Buy	176,100 +85,500	+94%	+$4.05M	0.01%	1477
2017 Q4	$4.28M	Buy	+90,600	New	+$4.29M	﹤0.01%	1907

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Jim Simons's SRLN Position: Q1 2026 in Review

Jim Simons sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 114,783 shares — an estimated $4.74M sold.

Jim Simons first reported a position in SRLN in Q4 2017 and held it in 26 quarters. The position peaked at $85.7M in Q4 2024. 487 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Jim Simons reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 114,783 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $4.74M.
Jim Simons first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and held it in 26 quarters.
Jim Simons's State Street Blackstone Senior Loan ETF position peaked at $85.7M in Q4 2024.
487 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.