Kestra Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Kestra Advisory Services’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	$1.76M	Buy	43,798 +3,902	+10%	+$158K	0.01%	1382
2025 Q4	$1.65M	Sell	39,896 -4,746	-11%	-$196K	0.01%	1333
2025 Q3	$1.86M	Sell	44,642 -1,177	-3%	-$48.9K	0.01%	1198
2025 Q2	$1.91M	Buy	45,819 +7,323	+19%	+$300K	0.01%	1104
2025 Q1	$1.58M	Sell	38,496 -21,177	-35%	-$881K	0.01%	1096
2024 Q4	$2.49M	Buy	59,673 +43,957	+280%	+$1.84M	0.01%	889
2024 Q3	$656K	Sell	15,716 -11,852	-43%	-$493K	﹤0.01%	1590
2024 Q2	$1.15M	Buy	27,568 +4,996	+22%	+$209K	0.01%	1237
2024 Q1	$951K	Buy	22,572 +4,731	+27%	+$198K	0.01%	1273
2023 Q4	$748K	Buy	17,841 +12,340	+224%	+$514K	0.01%	1272
2023 Q3	$231K	Buy	5,501 +214	+4%	+$8.95K	﹤0.01%	1842
2023 Q2	$221K	Sell	5,287 -176	-3%	-$7.27K	﹤0.01%	1842
2023 Q1	$227K	Sell	5,463 -9,176	-63%	-$382K	﹤0.01%	1753
2022 Q4	$599K	Sell	14,639 -42,125	-74%	-$1.73M	0.01%	1297
2022 Q3	$2.32M	Sell	56,764 -14,223	-20%	-$602K	0.02%	612
2022 Q2	$2.96M	Sell	70,987 -2,122	-3%	-$92.2K	0.03%	528
2022 Q1	$3.29M	Buy	73,109 +51,731	+242%	+$2.34M	0.03%	504
2021 Q4	$975K	Buy	21,378 +3,314	+18%	+$152K	0.01%	1000
2021 Q3	$831K	Buy	18,064 +3,475	+24%	+$159K	0.01%	1114
2021 Q2	$675K	Sell	14,589 -5,044	-26%	-$232K	0.01%	1127
2021 Q1	$898K	Buy	+19,633	New	+$901K	0.01%	926

Other funds holding SRLN

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 $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Kestra Advisory Services's SRLN Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.8% in Q1 2026, buying an estimated $158K and bringing the position to 43,798 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #1382.

Kestra Advisory Services first reported a position in SRLN in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.29M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Kestra Advisory Services held 43,798 shares of State Street Blackstone Senior Loan ETF worth $1.76M as of Q1 2026.
Kestra Advisory Services bought 3,902 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $158K.
State Street Blackstone Senior Loan ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1382 holding.
Kestra Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 21 quarters since.
Kestra Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $3.29M in Q1 2022.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.