Loomis, Sayles & Company
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Loomis, Sayles & Company’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Loomis, Sayles & Company’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 		– Sell
-57,875
Closed -$2.39M – 762
2025
Q4 		$2.39M Buy
57,875
+3,760
+7% +$155K ﹤0.01% 450
2025
Q3 		$2.25M Hold
54,115
– – ﹤0.01% 455
2025
Q2 		$2.25M Sell
54,115
-174,000
-76% -$7.12M ﹤0.01% 457
2025
Q1 		$9.38M Sell
228,115
-3,006
-1% -$125K 0.01% 364
2024
Q4 		$9.64M Buy
231,121
+39,415
+21% +$1.65M 0.01% 372
2024
Q3 		$8.01M Sell
191,706
-22,800
-11% -$949K 0.01% 382
2024
Q2 		$8.97M Hold
214,506
– – 0.01% 375
2024
Q1 		$9.03M Hold
214,506
– – 0.01% 365
2023
Q4 		$8.99M Hold
214,506
– – 0.01% 349
2023
Q3 		$8.99M Buy
214,506
+17,366
+9% +$726K 0.02% 347
2023
Q2 		$8.25M Buy
197,140
+23,140
+13% +$956K 0.01% 361
2023
Q1 		$7.21M Buy
174,000
+165,985
+2,071% +$6.91M 0.01% 365
2022
Q4 		$328K Buy
+8,015
New +$330K ﹤0.01% 476
2022
Q3 		– Sell
-125,441
Closed -$5.22M – 1045
2022
Q2 		$5.22M Sell
125,441
-31,342
-20% -$1.36M 0.01% 396
2022
Q1 		$7.05M Sell
156,783
-10,793
-6% -$488K 0.01% 397
2021
Q4 		$7.65M Buy
167,576
+9,800
+6% +$448K 0.01% 406
2021
Q3 		$7.26M Buy
157,776
+32,335
+26% +$1.48M 0.01% 409
2021
Q2 		$5.81M Hold
125,441
– – 0.01% 416
2021
Q1 		$5.74M Buy
+125,441
New +$5.76M 0.01% 419
2018
Q2 		– Sell
-86,860
Closed -$4.12M – 926
2018
Q1 		$4.12M Hold
86,860
– – 0.01% 547
2017
Q4 		$4.1M Buy
+86,860
New +$4.11M 0.01% 534

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

Loomis, Sayles & Company's SRLN Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 57,875 shares — an estimated $2.39M sold.

Loomis, Sayles & Company first reported a position in SRLN in Q4 2017 and held it in 21 quarters. The position peaked at $9.64M in Q4 2024. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 57,875 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $2.39M.
  • Loomis, Sayles & Company first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and held it in 21 quarters.
  • Loomis, Sayles & Company's State Street Blackstone Senior Loan ETF position peaked at $9.64M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.