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Matthew Goff Investment Advisor’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Matthew Goff Investment Advisor’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 		$8.54M Buy
+211,865
New +$8.56M 1.44% 26
2026
Q1 		– Sell
-218,611
Closed -$9.02M – 121
2025
Q4 		$9.02M Sell
218,611
-6,786
-3% -$280K 1.6% 22
2025
Q3 		$9.37M Sell
225,397
-2,123
-0.9% -$88.1K 1.6% 20
2025
Q2 		$9.46M Sell
227,520
-36,090
-14% -$1.48M 1.75% 18
2025
Q1 		$10.8M Sell
263,610
-11,180
-4% -$465K 2% 15
2024
Q4 		$11.5M Sell
274,790
-156,123
-36% -$6.53M 2.13% 15
2024
Q3 		$18M Sell
430,913
-5,196
-1% -$216K 3.42% 7
2024
Q2 		$18.2M Sell
436,109
-10,157
-2% -$425K 3.72% 5
2024
Q1 		$18.8M Sell
446,266
-4,761
-1% -$200K 3.8% 4
2023
Q4 		$18.9M Sell
451,027
-9,701
-2% -$404K 4.19% 3
2023
Q3 		$19.3M Sell
460,728
-8,994
-2% -$376K 4.65% 3
2023
Q2 		$19.7M Sell
469,722
-5,704
-1% -$236K 4.62% 3
2023
Q1 		$19.7M Sell
475,426
-2,444
-0.5% -$102K 4.89% 3
2022
Q4 		$19.5M Sell
477,870
-3,125
-0.6% -$129K 5.09% 3
2022
Q3 		$19.7M Buy
480,995
+4,603
+1% +$195K 5.62% 4
2022
Q2 		$19.8M Buy
476,392
+12,849
+3% +$558K 5.34% 4
2022
Q1 		$20.8M Buy
463,543
+32,889
+8% +$1.49M 4.89% 4
2021
Q4 		$19.7M Buy
430,654
+16,291
+4% +$745K 4.5% 5
2021
Q3 		$19.1M Buy
414,363
+67,031
+19% +$3.08M 4.68% 5
2021
Q2 		$16.1M Buy
347,332
+239,323
+222% +$11M 4.08% 5
2021
Q1 		$4.94M Buy
+108,009
New +$4.96M 1.39% 25

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

Matthew Goff Investment Advisor's SRLN Position: Q2 2026 in Review

Matthew Goff Investment Advisor opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 211,865 shares worth $8.54M. The stake represents 1.44% of the portfolio and ranks #26 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in SRLN as recently as Q4 2025.

Matthew Goff Investment Advisor first reported a position in SRLN in Q1 2021 and has held it in 21 quarters since. The position peaked at $20.8M in Q1 2022. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Matthew Goff Investment Advisor held 211,865 shares of State Street Blackstone Senior Loan ETF worth $8.54M as of Q2 2026.
  • State Street Blackstone Senior Loan ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • State Street Blackstone Senior Loan ETF made up 1.44% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #26 holding.
  • Matthew Goff Investment Advisor first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 21 quarters since.
  • Matthew Goff Investment Advisor's State Street Blackstone Senior Loan ETF position peaked at $20.8M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.