MONECO Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MONECO 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
2025 Q2	–	Sell	-10,462	Closed	-$430K	–	482
2025 Q1	$430K	Buy	10,462 +1,200	+13%	+$49.9K	0.04%	309
2024 Q4	$387K	Sell	9,262 -285	-3%	-$11.9K	0.04%	327
2024 Q3	$399K	Sell	9,547 -595	-6%	-$24.8K	0.05%	291
2024 Q2	$424K	Sell	10,142 -356	-3%	-$14.9K	0.06%	259
2024 Q1	$442K	Buy	10,498 +1,545	+17%	+$64.7K	0.07%	253
2023 Q4	$375K	Buy	+8,953	New	+$373K	0.07%	251

Other funds holding SRLN

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

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MONECO Advisors's SRLN Position: Q2 2025 in Review

MONECO Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 10,462 shares — an estimated $430K sold.

MONECO Advisors first reported a position in SRLN in Q4 2023 and held it in 6 quarters. The position peaked at $442K in Q1 2024. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

MONECO Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
MONECO Advisors sold 10,462 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $430K.
MONECO Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and held it in 6 quarters.
MONECO Advisors's State Street Blackstone Senior Loan ETF position peaked at $442K in Q1 2024.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on MONECO Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.