MJT & Associates Financial Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MJT & Associates Financial Advisory’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	$28.3K	Sell	703 -1	-0.1%	-$40	0.02%	107
2026 Q1	$28.3K	Hold	704	–	–	0.02%	100
2025 Q4	$29.1K	Sell	704 -11	-2%	-$454	0.02%	106
2025 Q3	$29.7K	Sell	715 -4,318	-86%	-$179K	0.02%	104
2025 Q2	$209K	Hold	5,033	–	–	0.26%	36
2025 Q1	$207K	Buy	+5,033	New	+$209K	0.2%	43

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

MJT & Associates Financial Advisory's SRLN Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.14% in Q2 2026, selling an estimated $40 and leaving 703 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #107.

MJT & Associates Financial Advisory first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $209K in Q2 2025. 117 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

MJT & Associates Financial Advisory held 703 shares of State Street Blackstone Senior Loan ETF worth $28.3K as of Q2 2026.
MJT & Associates Financial Advisory sold 1 State Street Blackstone Senior Loan ETF share in Q2 2026, an estimated $40.
State Street Blackstone Senior Loan ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #107 holding.
MJT & Associates Financial Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's State Street Blackstone Senior Loan ETF position peaked at $209K in Q2 2025.
117 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.