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John W. Brooker & Co’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

John W. Brooker & Co’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
2025
Q4 		– Sell
-7,468
Closed -$311K – 61
2025
Q3 		$311K Buy
7,468
+1,202
+19% +$49.9K 0.63% 33
2025
Q2 		$260K Buy
+6,266
New +$256K 0.61% 30

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

John W. Brooker & Co's SRLN Position: Q4 2025 in Review

John W. Brooker & Co sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 7,468 shares — an estimated $311K sold.

John W. Brooker & Co first reported a position in SRLN in Q2 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

  • John W. Brooker & Co reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 7,468 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $311K.
  • John W. Brooker & Co first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and held it in 2 quarters.
  • John W. Brooker & Co's State Street Blackstone Senior Loan ETF position peaked at $311K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on John W. Brooker & Co's 13F filing for Q4 2025, filed 13 Jan 2026.