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KMG Fiduciary Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

KMG Fiduciary Partners’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
Q3 		$10.3M Sell
255,763
-4,397
-2% -$178K 1.01% 27
2026
Q2 		$10.5M Sell
260,160
-4,326
-2% -$175K 0.97% 27
2026
Q1 		$10.6M Buy
264,486
+12,980
+5% +$527K 0.79% 33
2025
Q4 		$10.4M Buy
251,506
+39,822
+19% +$1.64M 0.74% 35
2025
Q3 		$8.8M Buy
211,684
+12,810
+6% +$532K 0.59% 46
2025
Q2 		$8.27M Buy
198,874
+7,315
+4% +$299K 0.61% 46
2025
Q1 		$7.88M Buy
191,559
+25,077
+15% +$1.04M 0.65% 42
2024
Q4 		$6.95M Buy
166,482
+6,336
+4% +$265K 0.58% 46
2024
Q3 		$6.69M Buy
160,146
+15,912
+11% +$662K 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% +$907K 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% +$210K 0.64% 40
2023
Q2 		$4.62M Buy
110,326
+9,798
+10% +$405K 0.6% 43
2023
Q1 		$4.17M Sell
100,528
-13,561
-12% -$564K 0.6% 49
2022
Q4 		$4.67M Buy
114,089
+5,309
+5% +$219K 0.77% 38
2022
Q3 		$4.45M Buy
108,780
+54,019
+99% +$2.29M 0.86% 35
2022
Q2 		$2.28M Buy
+54,761
New +$2.38M 0.43% 61

Other funds holding SRLN

AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $292M AUM
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

KMG Fiduciary Partners's SRLN Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.7% in Q3 2026, selling an estimated $178K and leaving 255,763 shares worth $10.3M. The position accounts for 1.01% of the portfolio, ranked #27.

KMG Fiduciary Partners first reported a position in SRLN in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.6M in Q1 2026. 50 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • KMG Fiduciary Partners held 255,763 shares of State Street Blackstone Senior Loan ETF worth $10.3M as of Q3 2026.
  • KMG Fiduciary Partners sold 4,397 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $178K.
  • State Street Blackstone Senior Loan ETF made up 1.01% of KMG Fiduciary Partners's portfolio in Q3 2026, its #27 holding.
  • KMG Fiduciary Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and has held it in 18 quarters since.
  • KMG Fiduciary Partners's State Street Blackstone Senior Loan ETF position peaked at $10.6M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.