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Key Financial Inc’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Key Financial Inc’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
2022
Q3 		– Sell
-1,255
Closed -$52K – 1174
2022
Q2 		$52K Buy
+1,255
New +$54.5K 0.03% 355

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Osaic Holdings
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SCM
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UBS Group
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Lord, Abbett & Co
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Key Financial Inc's SRLN Position: Q3 2022 in Review

Key Financial Inc sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 1,255 shares — an estimated $52K sold.

Key Financial Inc first reported a position in SRLN in Q2 2022 and held it in 1 quarter. The position peaked at $52K in Q2 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

  • Key Financial Inc reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • Key Financial Inc sold 1,255 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $52K.
  • Key Financial Inc first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and held it in 1 quarter.
  • Key Financial Inc's State Street Blackstone Senior Loan ETF position peaked at $52K in Q2 2022.
  • 518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on Key Financial Inc's 13F filing for Q3 2022, filed 28 Oct 2022.