Lloyd Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Lloyd Advisory Services’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	$3.94K	Buy	98 +13	+15%	+$525	﹤0.01%	442
2026 Q1	$3.4K	Buy	+85	New	+$3.45K	﹤0.01%	617
2022 Q3	–	Sell	-6,820	Closed	-$284K	–	68
2022 Q2	$284K	Buy	6,820 +2,748	+67%	+$119K	0.22%	50
2022 Q1	$183K	Buy	+4,072	New	+$184K	0.09%	97
2020 Q3	–	Sell	-38	Closed	-$2K	–	384
2020 Q2	$2K	Sell	38 -92	-71%	-$3.9K	﹤0.01%	271
2020 Q1	$5K	Sell	130 -263	-67%	-$11.8K	﹤0.01%	180
2019 Q4	$19K	Buy	+393	New	+$18.1K	0.02%	191

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 $3.37T AUM 44.26% 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

Lloyd Advisory Services's SRLN Position: Q2 2026 in Review

Lloyd Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 15% in Q2 2026, buying an estimated $525 and bringing the position to 98 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Lloyd Advisory Services first reported a position in SRLN in Q4 2019 and has held it in 7 quarters since. The position peaked at $284K in Q2 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Lloyd Advisory Services held 98 shares of State Street Blackstone Senior Loan ETF worth $3.94K as of Q2 2026.
Lloyd Advisory Services bought 13 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $525.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #442 holding.
Lloyd Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 7 quarters since.
Lloyd Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $284K in Q2 2022.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.