KFP
KMG Fiduciary Partners’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Buy |
198,874
+7,315
| +4% | +$304K | 0.61% | 46 |
|
|
2025
Q1 | $7.88M | Buy |
191,559
+25,077
| +15% | +$1.03M | 0.65% | 42 |
|
|
2024
Q4 | $6.95M | Buy |
166,482
+6,336
| +4% | +$264K | 0.58% | 46 |
|
|
2024
Q3 | $6.69M | Buy |
160,146
+15,912
| +11% | +$664K | 0.58% | 42 |
|
|
2024
Q2 | $6.03M | Buy |
144,234
+4,488
| +3% | +$188K | 0.59% | 41 |
|
|
2024
Q1 | $5.88M | Buy |
139,746
+21,642
| +18% | +$911K | 0.61% | 43 |
|
|
2023
Q4 | $4.95M | Buy |
118,104
+2,754
| +2% | +$115K | 0.58% | 46 |
|
|
2023
Q3 | $4.84M | Buy |
115,350
+5,024
| +5% | +$211K | 0.64% | 40 |
|
|
2023
Q2 | $4.62M | Buy |
110,326
+9,798
| +10% | +$410K | 0.6% | 43 |
|
|
2023
Q1 | $4.17M | Sell |
100,528
-13,561
| -12% | -$562K | 0.6% | 49 |
|
|
2022
Q4 | $4.67M | Buy |
114,089
+5,309
| +5% | +$217K | 0.77% | 38 |
|
|
2022
Q3 | $4.45M | Buy |
108,780
+54,019
| +99% | +$2.21M | 0.86% | 35 |
|
|
2022
Q2 | $2.28M | Buy |
+54,761
| New | +$2.28M | 0.43% | 61 |
|