Legacy Wealth Partners (California)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$315K	Buy	6,795 +200	+3%	+$9.2K	0.18%	78
2021 Q1	$302K	Sell	6,595 -477	-7%	-$21.9K	0.18%	71
2020 Q4	$323K	Sell	7,072 -30	-0.4%	-$1.35K	0.2%	77
2020 Q3	$318K	Sell	7,102 -504	-7%	-$22.3K	0.22%	74
2020 Q2	$330K	Sell	7,606 -7,162	-48%	-$303K	0.25%	74
2020 Q1	$591K	Buy	14,768 +1,152	+8%	+$51.5K	0.55%	32
2019 Q4	$631K	Buy	+13,616	New	+$627K	0.46%	49

Other funds holding SRLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Legacy Wealth Partners (California)'s SRLN Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3% in Q2 2021, buying an estimated $9.2K and bringing the position to 6,795 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #78.

Legacy Wealth Partners (California) first reported a position in SRLN in Q4 2019 and has held it in 7 quarters since. The position peaked at $631K in Q4 2019. 352 funds tracked by Wall St. Rank hold SRLN as of Q2 2021.

Legacy Wealth Partners (California) held 6,795 shares of State Street Blackstone Senior Loan ETF worth $315K as of Q2 2021.
Legacy Wealth Partners (California) bought 200 State Street Blackstone Senior Loan ETF shares in Q2 2021, an estimated $9.2K.
State Street Blackstone Senior Loan ETF made up 0.18% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #78 holding.
Legacy Wealth Partners (California) first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s State Street Blackstone Senior Loan ETF position peaked at $631K in Q4 2019.
352 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.