Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Kovitz Investment Group 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
2025
Q3 		$445K Buy
2025
Q2 		$445K Sell
2025
Q1 		$440K Buy
2024
Q4 		$446K Buy
2024
Q3 		$363K Sell
2024
Q2 		$394K Sell
2024
Q1 		$608K Buy