Live Oak Investment Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Live Oak Investment Partners’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	$6.36M	Buy	157,789 +4,364	+3%	+$176K	3.42%	8
2026 Q1	$6.16M	Sell	153,425 -658	-0.4%	-$26.7K	3.64%	7
2025 Q4	$6.36M	Sell	154,083 -14,278	-8%	-$589K	3.91%	5
2025 Q3	$7M	Buy	168,361 +22,958	+16%	+$953K	4.64%	4
2025 Q2	$6.05M	Sell	145,403 -6	-0%	-$246	4.65%	4
2025 Q1	$5.98M	Buy	+145,409	New	+$6.05M	4.72%	4
2024 Q4	–	Hold	0	–	–	–	4
2024 Q3	–	Hold	0	–	–	–	4
2024 Q2	–	Hold	0	–	–	–	4
2023 Q4	–	Hold	0	–	–	–	4
2023 Q3	–	Hold	0	–	–	–	5
2023 Q2	–	Hold	0	–	–	–	4
2023 Q1	–	Hold	0	–	–	–	4
2022 Q4	–	Hold	0	–	–	–	5

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 $3.38T AUM 44.17% 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

Live Oak Investment Partners's SRLN Position: Q2 2026 in Review

Live Oak Investment Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.8% in Q2 2026, buying an estimated $176K and bringing the position to 157,789 shares worth $6.36M. The position accounts for 3.42% of the portfolio, ranked #8.

Live Oak Investment Partners first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $7M in Q3 2025. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Live Oak Investment Partners held 157,789 shares of State Street Blackstone Senior Loan ETF worth $6.36M as of Q2 2026.
Live Oak Investment Partners bought 4,364 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $176K.
State Street Blackstone Senior Loan ETF made up 3.42% of Live Oak Investment Partners's portfolio in Q2 2026, its #8 holding.
Live Oak Investment Partners first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
Live Oak Investment Partners's State Street Blackstone Senior Loan ETF position peaked at $7M in Q3 2025.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.