Keystone Financial Group (Kentucky)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Keystone Financial Group (Kentucky)’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
2024 Q4	–	Sell	-4,801	Closed	-$200K	–	403
2024 Q3	$200K	Buy	+4,801	New	+$200K	0.03%	357
2024 Q2	–	Sell	-4,792	Closed	-$202K	–	298
2024 Q1	$202K	Sell	4,792 -44	-0.9%	-$1.84K	0.03%	331
2023 Q4	$203K	Buy	4,836 +6	+0.1%	+$250	0.04%	285
2023 Q3	$203K	Buy	4,830 +4	+0.1%	+$167	0.03%	285
2023 Q2	$202K	Buy	+4,826	New	+$199K	0.03%	285
2022 Q4	–	Sell	-4,910	Closed	-$201K	–	295
2022 Q3	$201K	Sell	4,910 -2	-0%	-$85	0.04%	263
2022 Q2	$205K	Buy	+4,912	New	+$213K	0.04%	271

Other funds holding SRLN

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SIM

Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SRLN Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 4,801 shares — an estimated $200K sold.

Keystone Financial Group (Kentucky) first reported a position in SRLN in Q2 2022 and held it in 7 quarters. The position peaked at $205K in Q2 2022. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

Keystone Financial Group (Kentucky) reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 4,801 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $200K.
Keystone Financial Group (Kentucky) first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and held it in 7 quarters.
Keystone Financial Group (Kentucky)'s State Street Blackstone Senior Loan ETF position peaked at $205K in Q2 2022.
528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.