Medallion Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Medallion Wealth Advisors’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 Q1	$628K	Sell	15,650 -140	-0.9%	-$5.68K	0.21%	104
2025 Q4	$652K	Sell	15,790 -350	-2%	-$14.4K	0.22%	102
2025 Q3	$671K	Buy	16,140 +200	+1%	+$8.3K	0.24%	98
2025 Q2	$659K	Buy	15,940 +75	+0.5%	+$3.07K	0.25%	95
2025 Q1	$649K	Buy	15,865 +3,700	+30%	+$154K	0.29%	83
2024 Q4	$506K	Buy	+12,165	New	+$509K	0.25%	94

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Medallion Wealth Advisors's SRLN Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.89% in Q1 2026, selling an estimated $5.68K and leaving 15,650 shares worth $628K. The position accounts for 0.21% of the portfolio, ranked #104.

Medallion Wealth Advisors first reported a position in SRLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $671K in Q3 2025. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Medallion Wealth Advisors held 15,650 shares of State Street Blackstone Senior Loan ETF worth $628K as of Q1 2026.
Medallion Wealth Advisors sold 140 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $5.68K.
State Street Blackstone Senior Loan ETF made up 0.21% of Medallion Wealth Advisors's portfolio in Q1 2026, its #104 holding.
Medallion Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $671K in Q3 2025.
485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.