Liberty Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Liberty Capital Management’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 Q4	$213K	Buy	5,172 +129	+3%	+$5.33K	0.04%	172
2025 Q3	$210K	Buy	5,043 +96	+2%	+$3.98K	0.04%	174
2025 Q2	$206K	Buy	+4,947	New	+$202K	0.04%	168

Other funds holding SRLN

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Liberty Capital Management's SRLN Position: Q4 2025 in Review

Liberty Capital Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.6% in Q4 2025, buying an estimated $5.33K and bringing the position to 5,172 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #172.

Liberty Capital Management first reported a position in SRLN in Q2 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Liberty Capital Management held 5,172 shares of State Street Blackstone Senior Loan ETF worth $213K as of Q4 2025.
Liberty Capital Management bought 129 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $5.33K.
State Street Blackstone Senior Loan ETF made up 0.04% of Liberty Capital Management's portfolio in Q4 2025, its #172 holding.
Liberty Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 3 quarters since.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Liberty Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.