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Legacy Edge Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Legacy Edge Advisors’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 		$839K Sell
20,173
-1,231
-6% -$49.7K 0.11% 91
2026
Q1 		$859K Sell
21,404
-3,027
-12% -$123K 0.09% 102
2025
Q4 		$1.01M Buy
+24,431
New +$1.01M 0.11% 94

Other funds holding SRLN

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Legacy Edge Advisors's SRLN Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.8% in Q2 2026, selling an estimated $49.7K and leaving 20,173 shares worth $839K. The position accounts for 0.11% of the portfolio, ranked #91.

Legacy Edge Advisors first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 319 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Legacy Edge Advisors held 20,173 shares of State Street Blackstone Senior Loan ETF worth $839K as of Q2 2026.
  • Legacy Edge Advisors sold 1,231 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $49.7K.
  • State Street Blackstone Senior Loan ETF made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #91 holding.
  • Legacy Edge Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.01M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.