Maridea Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Maridea Wealth Management’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	$4.95M	Buy	122,980 +12,013	+11%	+$485K	0.54%	44
2026 Q1	$4.45M	Buy	110,967 +25,783	+30%	+$1.05M	0.65%	35
2025 Q4	$3.52M	Buy	85,184 +28,692	+51%	+$1.18M	0.53%	48
2025 Q3	$2.33M	Buy	+56,492	New	+$2.34M	0.36%	64

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

Maridea Wealth Management's SRLN Position: Q2 2026 in Review

Maridea Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 11% in Q2 2026, buying an estimated $485K and bringing the position to 122,980 shares worth $4.95M. The position accounts for 0.54% of the portfolio, ranked #44.

Maridea Wealth Management first reported a position in SRLN in Q3 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Maridea Wealth Management held 122,980 shares of State Street Blackstone Senior Loan ETF worth $4.95M as of Q2 2026.
Maridea Wealth Management bought 12,013 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $485K.
State Street Blackstone Senior Loan ETF made up 0.54% of Maridea Wealth Management's portfolio in Q2 2026, its #44 holding.
Maridea Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.