LMKC
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L.M. Kohn & Company’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

L.M. Kohn & Company’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 		$407K Buy
9,777
+12
+0.1% +$498 0.49% 65
2025
Q2 		$406K Buy
9,765
+1,516
+18% +$62K 0.11% 160
2025
Q1 		$339K Buy
8,249
+8
+0.1% +$333 0.09% 183
2024
Q4 		$344K Buy
8,241
+17
+0.2% +$711 0.09% 169
2024
Q3 		$343K Sell
8,224
-186
-2% -$7.74K 0.09% 189
2024
Q2 		$352K Sell
8,410
-423
-5% -$17.7K 0.1% 176
2024
Q1 		$372K Buy
8,833
+6
+0.1% +$251 0.1% 176
2023
Q4 		$370K Buy
8,827
+18
+0.2% +$750 0.12% 154
2023
Q3 		$369K Buy
8,809
+182
+2% +$7.61K 0.13% 142
2023
Q2 		$361K Buy
8,627
+11
+0.1% +$454 0.14% 144
2023
Q1 		$357K Sell
8,616
-1,093
-11% -$45.5K 0.15% 143
2022
Q4 		$397K Sell
9,709
-286
-3% -$11.8K 0.19% 132
2022
Q3 		$409K Buy
9,995
+412
+4% +$17.4K 0.2% 124
2022
Q2 		$400K Sell
9,583
-1,026
-10% -$44.6K 0.19% 135
2022
Q1 		$477K Buy
+10,609
New +$479K 0.18% 140

Other funds holding SRLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

L.M. Kohn & Company's SRLN Position: Q3 2025 in Review

L.M. Kohn & Company increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.12% in Q3 2025, buying an estimated $498 and bringing the position to 9,777 shares worth $407K. The position accounts for 0.49% of the portfolio, ranked #65.

L.M. Kohn & Company first reported a position in SRLN in Q1 2022 and has held it in 15 quarters since. The position peaked at $477K in Q1 2022. 500 funds tracked by Wall St. Rank hold SRLN as of Q3 2025.

  • L.M. Kohn & Company held 9,777 shares of State Street Blackstone Senior Loan ETF worth $407K as of Q3 2025.
  • L.M. Kohn & Company bought 12 State Street Blackstone Senior Loan ETF shares in Q3 2025, an estimated $498.
  • State Street Blackstone Senior Loan ETF made up 0.49% of L.M. Kohn & Company's portfolio in Q3 2025, its #65 holding.
  • L.M. Kohn & Company first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's State Street Blackstone Senior Loan ETF position peaked at $477K in Q1 2022.
  • 500 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.