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

Legacy Wealth Partners (Colorado)’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	$555K	Buy	13,786 +1,190	+9%	+$48.1K	0.12%	102
2026 Q1	$506K	Buy	12,596 +955	+8%	+$38.8K	0.13%	98
2025 Q4	$480K	Buy	+11,641	New	+$481K	0.12%	101

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 $3.37T AUM 44.26% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s SRLN Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.4% in Q2 2026, buying an estimated $48.1K and bringing the position to 13,786 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #102.

Legacy Wealth Partners (Colorado) first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Legacy Wealth Partners (Colorado) held 13,786 shares of State Street Blackstone Senior Loan ETF worth $555K as of Q2 2026.
Legacy Wealth Partners (Colorado) bought 1,190 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $48.1K.
State Street Blackstone Senior Loan ETF made up 0.12% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #102 holding.
Legacy Wealth Partners (Colorado) first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.