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	$315K	Sell	7,816 -13,588	-63%	-$549K	0.03%	184
2026 Q1	$859K	Sell	21,404 -3,027	-12%	-$123K	0.09%	102
2025 Q4	$1.01M	Buy	24,431 +1,226	+5%	+$50.6K	0.11%	94
2025 Q3	$965K	Buy	23,205 +3,032	+15%	+$126K	0.11%	94
2025 Q2	$839K	Buy	20,173 +1,398	+7%	+$57.2K	0.11%	91
2025 Q1	$772K	Buy	18,775 +2,783	+17%	+$116K	0.12%	87
2024 Q4	$667K	Sell	15,992 -895	-5%	-$37.4K	0.11%	93
2024 Q3	$705K	Buy	16,887 +3,975	+31%	+$165K	0.11%	92
2024 Q2	$540K	Buy	12,912 +5,657	+78%	+$237K	0.1%	98
2024 Q1	$306K	Buy	7,255 +896	+14%	+$37.5K	0.06%	128
2023 Q4	$267K	Buy	+6,359	New	+$265K	0.06%	133

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Toronto, Ontario, Canada $672B AUM 33.48% 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 63% in Q2 2026, selling an estimated $549K and leaving 7,816 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #184.

Legacy Edge Advisors first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Legacy Edge Advisors held 7,816 shares of State Street Blackstone Senior Loan ETF worth $315K as of Q2 2026.
Legacy Edge Advisors sold 13,588 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $549K.
State Street Blackstone Senior Loan ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #184 holding.
Legacy Edge Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.01M in Q4 2025.
479 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.