Lido Advisors
SRLN icon

Lido Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Lido Advisors’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
Q1 		$1.01M Sell
25,148
-9,178
-27% -$373K ﹤0.01% 965
2025
Q4 		$1.42M Buy
34,326
+1,887
+6% +$77.9K ﹤0.01% 845
2025
Q3 		$1.35M Buy
32,439
+16,316
+101% +$677K ﹤0.01% 821
2025
Q2 		$671K Sell
16,123
-22,974
-59% -$940K ﹤0.01% 997
2025
Q1 		$1.61M Buy
39,097
+5,396
+16% +$224K 0.01% 598
2024
Q4 		$1.41M Sell
33,701
-7,074
-17% -$296K 0.01% 629
2024
Q3 		$1.7M Sell
40,775
-417,672
-91% -$17.4M 0.01% 518
2024
Q2 		$19.2M Buy
458,447
+450,497
+5,667% +$18.9M 0.11% 102
2024
Q1 		$335K Buy
7,950
+1,314
+20% +$55.1K ﹤0.01% 1047
2023
Q4 		$278K Sell
6,636
-5,739
-46% -$239K ﹤0.01% 1064
2023
Q3 		$519K Buy
12,375
+1,057
+9% +$44.2K ﹤0.01% 734
2023
Q2 		$474K Sell
11,318
-13,654
-55% -$564K ﹤0.01% 761
2023
Q1 		$1.04M Buy
24,972
+17,050
+215% +$709K 0.01% 470
2022
Q4 		$324K Sell
7,922
-858
-10% -$35.3K ﹤0.01% 769
2022
Q3 		$358K Buy
8,780
+3,058
+53% +$129K ﹤0.01% 669
2022
Q2 		$238K Buy
5,722
+331
+6% +$14.4K ﹤0.01% 815
2022
Q1 		$242K Sell
5,391
-19,070
-78% -$861K ﹤0.01% 891
2021
Q4 		$1.12M Buy
+24,461
New +$1.12M 0.01% 399
2021
Q3 		– Sell
-5,432
Closed -$251K – 1019
2021
Q2 		$251K Buy
+5,432
New +$250K ﹤0.01% 785

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Lido Advisors's SRLN Position: Q1 2026 in Review

Lido Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 27% in Q1 2026, selling an estimated $373K and leaving 25,148 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Lido Advisors first reported a position in SRLN in Q2 2021 and has held it in 19 quarters since. The position peaked at $19.2M in Q2 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Lido Advisors held 25,148 shares of State Street Blackstone Senior Loan ETF worth $1.01M as of Q1 2026.
  • Lido Advisors sold 9,178 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $373K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #965 holding.
  • Lido Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and has held it in 19 quarters since.
  • Lido Advisors's State Street Blackstone Senior Loan ETF position peaked at $19.2M in Q2 2024.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.