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

LifeGoal Wealth 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
2025 Q4	–	Sell	-6,107	Closed	-$254K	–	81
2025 Q3	$254K	Sell	6,107 -221	-3%	-$9.17K	0.21%	62
2025 Q2	$263K	Sell	6,328 -1,276	-17%	-$52.2K	0.25%	54
2025 Q1	$313K	Buy	+7,604	New	+$316K	0.34%	48

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 $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LifeGoal Wealth Advisors's SRLN Position: Q4 2025 in Review

LifeGoal Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 6,107 shares — an estimated $254K sold.

LifeGoal Wealth Advisors first reported a position in SRLN in Q1 2025 and held it in 3 quarters. The position peaked at $313K in Q1 2025. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

LifeGoal Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
LifeGoal Wealth Advisors sold 6,107 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $254K.
LifeGoal Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and held it in 3 quarters.
LifeGoal Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $313K in Q1 2025.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.