Kingswood Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Kingswood Wealth Advisors’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 Q2	$364K	Buy	9,038 +18	+0.2%	+$727	0.01%	704
2026 Q1	$362K	Sell	9,020 -507	-5%	-$20.6K	0.02%	649
2025 Q4	$393K	Sell	9,527 -806	-8%	-$33.3K	0.02%	598
2025 Q3	$430K	Buy	10,333 +4,685	+83%	+$194K	0.03%	521
2025 Q2	$235K	Sell	5,648 -306	-5%	-$12.5K	0.02%	650
2025 Q1	$245K	Sell	5,954 -8,722	-59%	-$363K	0.02%	618
2024 Q4	$612K	Sell	14,676 -2,433	-14%	-$102K	0.05%	385
2024 Q3	$714K	Buy	+17,109	New	+$712K	0.05%	367
2024 Q1	–	Sell	-5,488	Closed	-$230K	–	691
2023 Q4	$230K	Buy	+5,488	New	+$229K	0.03%	544

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingswood Wealth Advisors's SRLN Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.2% in Q2 2026, buying an estimated $727 and bringing the position to 9,038 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #704.

Kingswood Wealth Advisors first reported a position in SRLN in Q4 2023 and has held it in 9 quarters since. The position peaked at $714K in Q3 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Kingswood Wealth Advisors held 9,038 shares of State Street Blackstone Senior Loan ETF worth $364K as of Q2 2026.
Kingswood Wealth Advisors bought 18 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $727.
State Street Blackstone Senior Loan ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #704 holding.
Kingswood Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $714K in Q3 2024.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.