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Measured Wealth Private Client Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-309
Closed -$12.8K – 776
2025
Q3 		$12.8K Buy
+309
New +$12.8K ﹤0.01% 532
2024
Q4 		– Sell
-5,337
Closed -$223K – 194
2024
Q3 		$223K Sell
5,337
-7,698
-59% -$320K 0.07% 165
2024
Q2 		$545K Buy
13,035
+5,254
+68% +$220K 0.19% 81
2024
Q1 		$328K Buy
7,781
+2,838
+57% +$119K 0.11% 140
2023
Q4 		$207K Sell
4,943
-5,559
-53% -$232K 0.08% 171
2023
Q3 		$440K Buy
10,502
+2,012
+24% +$84.1K 0.18% 93
2023
Q2 		$355K Buy
8,490
+764
+10% +$31.6K 0.14% 124
2023
Q1 		$320K Buy
7,726
+1,122
+17% +$46.7K 0.12% 126
2022
Q4 		$270K Buy
+6,604
New +$272K 0.11% 131
2022
Q3 		– Sell
-7,148
Closed -$298K – 181
2022
Q2 		$298K Sell
7,148
-1,096
-13% -$47.6K 0.13% 119
2022
Q1 		$371K Sell
8,244
-1,619
-16% -$73.1K 0.14% 91
2021
Q4 		$450K Sell
9,863
-763
-7% -$34.9K 0.16% 82
2021
Q3 		$489K Sell
10,626
-23,485
-69% -$1.08M 0.19% 71
2021
Q2 		$1.58M Buy
34,111
+1,839
+6% +$84.6K 0.5% 40
2021
Q1 		$1.48M Buy
+32,272
New +$1.48M 0.52% 36

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Measured Wealth Private Client Group's SRLN Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2025, closing a stake of 309 shares — an estimated $12.8K sold.

Measured Wealth Private Client Group first reported a position in SRLN in Q1 2021 and held it in 15 quarters. The position peaked at $1.58M in Q2 2021. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 309 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $12.8K.
  • Measured Wealth Private Client Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and held it in 15 quarters.
  • Measured Wealth Private Client Group's State Street Blackstone Senior Loan ETF position peaked at $1.58M in Q2 2021.
  • 525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.