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Marshall Financial Group (Maryland)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Marshall Financial Group (Maryland)’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 		$345K Buy
8,561
+131
+2% +$5.29K 0.05% 251
2026
Q1 		$338K Buy
8,430
+87
+1% +$3.53K 0.05% 236
2025
Q4 		$344K Sell
8,343
-189
-2% -$7.8K 0.07% 228
2025
Q3 		$355K Sell
8,532
-106
-1% -$4.4K 0.07% 200
2025
Q2 		$358K Buy
8,638
+163
+2% +$6.67K 0.07% 200
2025
Q1 		$349K Buy
8,475
+384
+5% +$16K 0.08% 182
2024
Q4 		$338K Sell
8,091
-216
-3% -$9.04K 0.08% 170
2024
Q3 		$347K Sell
8,307
-713
-8% -$29.7K 0.08% 169
2024
Q2 		$377K Buy
9,020
+541
+6% +$22.7K 0.11% 136
2024
Q1 		$357K Sell
8,479
-489
-5% -$20.5K 0.1% 136
2023
Q4 		$376K Sell
8,968
-1,198
-12% -$49.9K 0.12% 138
2023
Q3 		$426K Sell
10,166
-2,716
-21% -$114K 0.15% 130
2023
Q2 		$539K Sell
12,882
-46,138
-78% -$1.91M 0.18% 126
2023
Q1 		$2.45M Sell
59,020
-96,686
-62% -$4.02M 0.88% 27
2022
Q4 		$6.37M Sell
155,706
-349,618
-69% -$14.4M 2.47% 5
2022
Q3 		$20.7M Buy
505,324
+10,642
+2% +$451K 8.72% 1
2022
Q2 		$20.6M Buy
494,682
+136,886
+38% +$5.95M 8.23% 1
2022
Q1 		$16.1M Buy
357,796
+349,142
+4,034% +$15.8M 6.58% 1
2021
Q4 		$395K Buy
+8,654
New +$396K 0.15% 159

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SRLN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.6% in Q2 2026, buying an estimated $5.29K and bringing the position to 8,561 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #251.

Marshall Financial Group (Maryland) first reported a position in SRLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.7M in Q3 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Marshall Financial Group (Maryland) held 8,561 shares of State Street Blackstone Senior Loan ETF worth $345K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 131 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $5.29K.
  • State Street Blackstone Senior Loan ETF made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #251 holding.
  • Marshall Financial Group (Maryland) first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s State Street Blackstone Senior Loan ETF position peaked at $20.7M in Q3 2022.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.