LIS
SRLN icon

Legacy Investment Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Legacy Investment Solutions’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
Q2 		$4.2K Buy
+101
New +$4.13K ﹤0.01% 419
2024
Q4 		$14K Sell
337
-1,246
-79% -$52.1K 0.01% 251
2024
Q3 		$66.3K Buy
+1,583
New +$65.9K 0.04% 104

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Investment Solutions's SRLN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025: 101 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SRLN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SRLN in Q3 2024 and has held it in 3 quarters since. The position peaked at $66.3K in Q3 2024. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

  • Legacy Investment Solutions held 101 shares of State Street Blackstone Senior Loan ETF worth $4.2K as of Q2 2025.
  • State Street Blackstone Senior Loan ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #419 holding.
  • Legacy Investment Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street Blackstone Senior Loan ETF position peaked at $66.3K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.