Madison Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Madison Wealth 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 Q1	$268K	Hold	6,689	–	–	0.04%	170
2025 Q4	$276K	Sell	6,689 -10,720	-62%	-$443K	0.05%	154
2025 Q3	$724K	Buy	17,409 +162	+0.9%	+$6.72K	0.14%	75
2025 Q2	$717K	Buy	17,247 +158	+0.9%	+$6.46K	0.16%	68
2025 Q1	$703K	Buy	17,089 +10	+0.1%	+$416	0.17%	67
2024 Q4	$713K	Buy	17,079 +23	+0.1%	+$962	0.2%	63
2024 Q3	$712K	Sell	17,056 -121	-0.7%	-$5.04K	0.21%	60
2024 Q2	$718K	Buy	17,177 +284	+2%	+$11.9K	0.25%	54
2024 Q1	$711K	Buy	16,893 +9	+0.1%	+$377	0.26%	54
2023 Q4	$708K	Buy	+16,884	New	+$703K	0.28%	47

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Wealth Partners's SRLN Position: Q1 2026 in Review

Madison Wealth Partners held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q1 2026 at 6,689 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #170.

Madison Wealth Partners first reported a position in SRLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $724K in Q3 2025. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Madison Wealth Partners held 6,689 shares of State Street Blackstone Senior Loan ETF worth $268K as of Q1 2026.
Madison Wealth Partners left its State Street Blackstone Senior Loan ETF share count unchanged in Q1 2026.
State Street Blackstone Senior Loan ETF made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #170 holding.
Madison Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 10 quarters since.
Madison Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $724K in Q3 2025.
486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.