Lockerman Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Lockerman Financial Group’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	$589K	Buy	14,628 +3,033	+26%	+$122K	0.9%	28
2026 Q1	$465K	Buy	11,595 +1,756	+18%	+$71.3K	0.84%	38
2025 Q4	$406K	Buy	9,839 +421	+4%	+$17.4K	0.78%	39
2025 Q3	$392K	Buy	9,418 +25	+0.3%	+$1.04K	0.49%	55
2025 Q2	$391K	Buy	9,393 +899	+11%	+$36.8K	0.53%	58
2025 Q1	$349K	Buy	+8,494	New	+$353K	0.53%	60

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

Lockerman Financial Group's SRLN Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 26% in Q2 2026, buying an estimated $122K and bringing the position to 14,628 shares worth $589K. The position accounts for 0.9% of the portfolio, ranked #28.

Lockerman Financial Group first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Lockerman Financial Group held 14,628 shares of State Street Blackstone Senior Loan ETF worth $589K as of Q2 2026.
Lockerman Financial Group bought 3,033 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $122K.
State Street Blackstone Senior Loan ETF made up 0.9% of Lockerman Financial Group's portfolio in Q2 2026, its #28 holding.
Lockerman Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.