Kovitz Investment Group Partners
SRLN icon

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
Q4 		– Sell
-10,695
Closed -$445K – 1214
2025
Q3 		$445K Buy
10,695
+2
+0% +$83 ﹤0.01% 1079
2025
Q2 		$445K Sell
10,693
-3
-0% -$123 ﹤0.01% 1015
2025
Q1 		$440K Buy
10,696
+7
+0.1% +$291 ﹤0.01% 939
2024
Q4 		$446K Buy
10,689
+1,994
+23% +$83.4K ﹤0.01% 931
2024
Q3 		$363K Sell
8,695
-719
-8% -$29.9K ﹤0.01% 825
2024
Q2 		$394K Sell
9,414
-5,033
-35% -$211K ﹤0.01% 689
2024
Q1 		$608K Buy
+14,447
New +$605K 0.01% 480

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 8.83% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return