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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
Q3 		$28.4K Hold
703
– – 0.02% 94
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

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

MJT & Associates Financial Advisory's SRLN Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q3 2026 at 703 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #94.

MJT & Associates Financial Advisory first reported a position in SRLN in Q1 2025 and has held it in 7 quarters since. The position peaked at $209K in Q2 2025. 15 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • MJT & Associates Financial Advisory held 703 shares of State Street Blackstone Senior Loan ETF worth $28.4K as of Q3 2026.
  • MJT & Associates Financial Advisory left its State Street Blackstone Senior Loan ETF share count unchanged in Q3 2026.
  • State Street Blackstone Senior Loan ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #94 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's State Street Blackstone Senior Loan ETF position peaked at $209K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.