MassMutual Private Wealth & Trust’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q2	–	Sell	-136	Closed	-$5.59K	–	2492
2025 Q1	$5.59K	Sell	136 -270	-67%	-$11.2K	﹤0.01%	1552
2024 Q4	$16.9K	Buy	+406	New	+$17K	﹤0.01%	1072
2023 Q2	–	Sell	-408	Closed	-$16.9K	–	2010
2023 Q1	$16.9K	Sell	408 -221,786	-100%	-$9.23M	﹤0.01%	777
2022 Q4	$9.09M	Sell	222,194 -40,727	-15%	-$1.68M	0.37%	73
2022 Q3	$10.7M	Buy	262,921 +4,365	+2%	+$185K	0.49%	54
2022 Q2	$10.8M	Buy	258,556 +9,454	+4%	+$411K	0.47%	59
2022 Q1	$11.2M	Buy	249,102 +9,188	+4%	+$415K	0.42%	63
2021 Q4	$10.9M	Buy	239,914 +10,773	+5%	+$493K	0.41%	64
2021 Q3	$10.5M	Buy	229,141 +5,908	+3%	+$271K	0.44%	58
2021 Q2	$10.3M	Buy	+223,233	New	+$10.3M	0.44%	53
2017 Q4	–	Sell	-2,388	Closed	-$113K	–	969
2017 Q3	$113K	Buy	+2,388	New	+$113K	0.01%	416

Other funds holding SRLN

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

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's SRLN Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 136 shares — an estimated $5.59K sold.

MassMutual Private Wealth & Trust first reported a position in SRLN in Q3 2017 and held it in 11 quarters. The position peaked at $11.2M in Q1 2022. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 136 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $5.59K.
MassMutual Private Wealth & Trust first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and held it in 11 quarters.
MassMutual Private Wealth & Trust's State Street Blackstone Senior Loan ETF position peaked at $11.2M in Q1 2022.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.