Meridian Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Meridian Wealth Management’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	–	Sell	-5,790	Closed	-$239K	–	810
2025 Q4	$239K	Buy	+5,790	New	+$239K	0.01%	678
2025 Q1	–	Sell	-4,817	Closed	-$201K	–	647
2024 Q4	$201K	Sell	4,817 -725	-13%	-$30.3K	0.01%	604
2024 Q3	$231K	Sell	5,542 -369	-6%	-$15.4K	0.01%	584
2024 Q2	$247K	Buy	+5,911	New	+$247K	0.03%	254
2024 Q1	–	Sell	-8,750	Closed	-$367K	–	495
2023 Q4	$367K	Sell	8,750 -597	-6%	-$24.9K	0.02%	446
2023 Q3	$392K	Sell	9,347 -3,035	-25%	-$127K	0.02%	412
2023 Q2	$518K	Sell	12,382 -9,809	-44%	-$405K	0.04%	320
2023 Q1	$920K	Sell	22,191 -823	-4%	-$34.2K	0.08%	219
2022 Q4	$941K	Sell	23,014 -11,490	-33%	-$473K	0.09%	202
2022 Q3	$1.41M	Sell	34,504 -77,272	-69%	-$3.27M	0.15%	140
2022 Q2	$4.65M	Buy	111,776 +100,429	+885%	+$4.36M	0.38%	62
2022 Q1	$510K	Buy	+11,347	New	+$513K	0.06%	241

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Meridian Wealth Management's SRLN Position: Q1 2026 in Review

Meridian Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 5,790 shares — an estimated $239K sold.

Meridian Wealth Management first reported a position in SRLN in Q1 2022 and held it in 12 quarters. The position peaked at $4.65M in Q2 2022. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Meridian Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Meridian Wealth Management sold 5,790 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $239K.
Meridian Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 12 quarters.
Meridian Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $4.65M in Q2 2022.
486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.