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Leo Brokerage’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Leo Brokerage’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
2023
Q2 		$297K Sell
7,103
-209
-3% -$8.63K 0.03% 239
2023
Q1 		$303K Buy
+7,312
New +$304K 0.05% 226
2022
Q2 		$7.01M Sell
168,333
-84,220
-33% -$3.66M 1.89% 13
2022
Q1 		$11.4M Buy
+252,553
New +$11.4M 1.81% 10
2021
Q3 		$7.2M Buy
156,510
+8,569
+6% +$393K 1.33% 15
2021
Q2 		$6.85M Buy
147,941
+29,250
+25% +$1.35M 1.38% 16
2021
Q1 		$5.43M Buy
+118,691
New +$5.45M 1.54% 14

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return