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McNamara Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

McNamara Financial Services’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
Q1 		– Sell
-18,292
Closed -$763K – 94
2024
Q4 		$763K Sell
18,292
-754
-4% -$31.5K 0.18% 32
2024
Q3 		$795K Buy
19,046
+1,732
+10% +$72.1K 0.16% 33
2024
Q2 		$724K Buy
17,314
+804
+5% +$33.7K 0.15% 33
2024
Q1 		$695K Buy
16,510
+1,627
+11% +$68.2K 0.15% 36
2023
Q4 		$624K Sell
14,883
-144
-1% -$6K 0.14% 39
2023
Q3 		$630K Buy
15,027
+358
+2% +$15K 0.16% 36
2023
Q2 		$612K Buy
14,669
+1,203
+9% +$49.7K 0.15% 38
2023
Q1 		$558K Sell
13,466
-6,409
-32% -$267K 0.14% 38
2022
Q4 		$813K Buy
19,875
+657
+3% +$27K 0.22% 27
2022
Q3 		$785K Buy
19,218
+2,105
+12% +$89.1K 0.23% 28
2022
Q2 		$713K Buy
17,113
+1,683
+11% +$73.1K 0.2% 29
2022
Q1 		$694K Buy
15,430
+9,246
+150% +$418K 0.19% 27
2021
Q4 		$282K Buy
6,184
+739
+14% +$33.8K 0.07% 51
2021
Q3 		$251K Buy
5,445
+1,042
+24% +$47.8K 0.07% 53
2021
Q2 		$204K Buy
+4,403
New +$202K 0.06% 59
2016
Q1 		– Sell
-25,150
Closed -$1.16M – 79
2015
Q4 		$1.16M Sell
25,150
-7,675
-23% -$361K 1.14% 43
2015
Q3 		$1.57M Buy
32,825
+1,000
+3% +$48.6K 1.65% 31
2015
Q2 		$1.57M Buy
+31,825
New +$1.57M 1.48% 38

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

McNamara Financial Services's SRLN Position: Q1 2025 in Review

McNamara Financial Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2025, closing a stake of 18,292 shares — an estimated $763K sold.

McNamara Financial Services first reported a position in SRLN in Q2 2015 and held it in 18 quarters. The position peaked at $1.57M in Q3 2015. 525 funds tracked by Wall St. Rank hold SRLN as of Q1 2025.

  • McNamara Financial Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • McNamara Financial Services sold 18,292 State Street Blackstone Senior Loan ETF shares in Q1 2025, an estimated $763K.
  • McNamara Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q2 2015 and held it in 18 quarters.
  • McNamara Financial Services's State Street Blackstone Senior Loan ETF position peaked at $1.57M in Q3 2015.
  • 525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2025.

Based on McNamara Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.