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Merit Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Merit Financial 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
2026
Q2 		$11.4M Buy
282,233
+77,153
+38% +$3.12M 0.07% 234
2026
Q1 		$8.23M Sell
205,080
-8,605
-4% -$349K 0.06% 270
2025
Q4 		$8.82M Sell
213,685
-5,225
-2% -$216K 0.07% 224
2025
Q3 		$9.1M Sell
218,910
-4,978
-2% -$207K 0.08% 186
2025
Q2 		$9.31M Sell
223,888
-166,786
-43% -$6.82M 0.1% 156
2025
Q1 		$16.1M Buy
390,674
+3,701
+1% +$154K 0.24% 76
2024
Q4 		$16.1M Sell
386,973
-688
-0.2% -$28.8K 0.29% 66
2024
Q3 		$16.2M Buy
387,661
+33
+0% +$1.37K 0.36% 45
2024
Q2 		$16.2M Sell
387,628
-4,221
-1% -$177K 0.36% 50
2024
Q1 		$16.4M Buy
391,849
+361,836
+1,206% +$15.2M 0.39% 41
2023
Q4 		$1.26M Sell
30,013
-345,386
-92% -$14.4M 0.04% 267
2023
Q3 		$15.7M Sell
375,399
-712
-0.2% -$29.8K 0.52% 30
2023
Q2 		$15.7M Buy
376,111
+11,390
+3% +$470K 0.51% 29
2023
Q1 		$15.1M Buy
364,721
+92,890
+34% +$3.86M 0.55% 30
2022
Q4 		$11.1M Buy
271,831
+234,556
+629% +$9.66M 0.4% 36
2022
Q3 		$1.52M Sell
37,275
-214,853
-85% -$9.1M 0.07% 192
2022
Q2 		$10.5M Buy
+252,128
New +$11M 0.32% 41

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 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
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merit Financial Group's SRLN Position: Q2 2026 in Review

Merit Financial Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 38% in Q2 2026, buying an estimated $3.12M and bringing the position to 282,233 shares worth $11.4M. The position accounts for 0.07% of the portfolio, ranked #234.

Merit Financial Group first reported a position in SRLN in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.4M in Q1 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Merit Financial Group held 282,233 shares of State Street Blackstone Senior Loan ETF worth $11.4M as of Q2 2026.
  • Merit Financial Group bought 77,153 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $3.12M.
  • State Street Blackstone Senior Loan ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #234 holding.
  • Merit Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's State Street Blackstone Senior Loan ETF position peaked at $16.4M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.