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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KMG Fiduciary Partners's SRLN Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.6% in Q2 2026, selling an estimated $175K and leaving 260,160 shares worth $10.5M. The position accounts for 0.97% of the portfolio, ranked #27.

KMG Fiduciary Partners first reported a position in SRLN in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.6M in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • KMG Fiduciary Partners held 260,160 shares of State Street Blackstone Senior Loan ETF worth $10.5M as of Q2 2026.
  • KMG Fiduciary Partners sold 4,326 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $175K.
  • State Street Blackstone Senior Loan ETF made up 0.97% of KMG Fiduciary Partners's portfolio in Q2 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 17 quarters since.
  • KMG Fiduciary Partners's State Street Blackstone Senior Loan ETF position peaked at $10.6M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.