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 Q2	$552K	Sell	13,700 -1,950	-12%	-$78.8K	0.17%	120
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Medallion Wealth Advisors's SRLN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 12% in Q2 2026, selling an estimated $78.8K and leaving 13,700 shares worth $552K. The position accounts for 0.17% of the portfolio, ranked #120.

Medallion Wealth Advisors first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q3 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Medallion Wealth Advisors held 13,700 shares of State Street Blackstone Senior Loan ETF worth $552K as of Q2 2026.
Medallion Wealth Advisors sold 1,950 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $78.8K.
State Street Blackstone Senior Loan ETF made up 0.17% of Medallion Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Medallion Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $671K in Q3 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.