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

Kestra Private Wealth 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	$10.4M	Buy	259,333 +4,997	+2%	+$203K	0.13%	173
2025 Q4	$10.5M	Sell	254,336 -9,049	-3%	-$374K	0.13%	167
2025 Q3	$11M	Sell	263,385 -10,957	-4%	-$455K	0.14%	164
2025 Q2	$11.4M	Sell	274,342 -9,380	-3%	-$384K	0.16%	135
2025 Q1	$11.7M	Sell	283,722 -12,795	-4%	-$532K	0.19%	112
2024 Q4	$12.4M	Sell	296,517 -9,643	-3%	-$403K	0.21%	102
2024 Q3	$12.8M	Buy	306,160 +28,830	+10%	+$1.2M	0.23%	93
2024 Q2	$11.6M	Buy	277,330 +46,692	+20%	+$1.95M	0.23%	96
2024 Q1	$9.71M	Buy	230,638 +60,812	+36%	+$2.55M	0.22%	111
2023 Q4	$7.12M	Buy	169,826 +156,626	+1,187%	+$6.52M	0.18%	138
2023 Q3	$553K	Buy	+13,200	New	+$552K	0.02%	630
2022 Q3	–	Sell	-49,762	Closed	-$2.07M	–	962
2022 Q2	$2.07M	Buy	49,762 +15,857	+47%	+$689K	0.12%	207
2022 Q1	$1.52M	Buy	+33,905	New	+$1.53M	0.08%	276

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 Private Wealth Services's SRLN Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2% in Q1 2026, buying an estimated $203K and bringing the position to 259,333 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #173.

Kestra Private Wealth Services first reported a position in SRLN in Q1 2022 and has held it in 13 quarters since. The position peaked at $12.8M in Q3 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Kestra Private Wealth Services held 259,333 shares of State Street Blackstone Senior Loan ETF worth $10.4M as of Q1 2026.
Kestra Private Wealth Services bought 4,997 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $203K.
State Street Blackstone Senior Loan ETF made up 0.13% of Kestra Private Wealth Services's portfolio in Q1 2026, its #173 holding.
Kestra Private Wealth Services first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 13 quarters since.
Kestra Private Wealth Services's State Street Blackstone Senior Loan ETF position peaked at $12.8M in Q3 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.