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SRLN icon

Money Design’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Money Design’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 		$62.5M Buy
1,503,826
+87,613
+6% +$3.58M 2.92% 12
2025
Q1 		$58.2M Sell
1,416,213
-32,901
-2% -$1.37M 2.9% 11
2024
Q4 		$60.4M Buy
1,449,114
+532,157
+58% +$22.3M 3.1% 10
2024
Q3 		$38.3M Sell
916,957
-347,616
-27% -$14.5M 1.91% 16
2024
Q2 		$52.9M Buy
1,264,573
+63,473
+5% +$2.66M 2.85% 13
2024
Q1 		$50.6M Buy
1,201,100
+340,533
+40% +$14.3M 2.75% 12
2023
Q4 		$36.1M Buy
860,567
+22,476
+3% +$936K 2.04% 14
2023
Q3 		$35.1M Sell
838,091
-92,272
-10% -$3.86M 2.13% 14
2023
Q2 		$39M Buy
930,363
+65,545
+8% +$2.71M 2.31% 13
2023
Q1 		$35.9M Buy
864,818
+73,205
+9% +$3.05M 2.12% 13
2022
Q4 		$32.4M Buy
791,613
+47,090
+6% +$1.94M 2.03% 14
2022
Q3 		$30.4M Buy
744,523
+61,299
+9% +$2.6M 2.15% 14
2022
Q2 		$28.4M Buy
683,224
+507
+0.1% +$22K 2.13% 13
2022
Q1 		$30.7M Buy
682,717
+57,335
+9% +$2.59M 2.08% 13
2021
Q4 		$28.5M Buy
625,382
+60,922
+11% +$2.79M 1.93% 17
2021
Q3 		$26M Buy
564,460
+50,391
+10% +$2.31M 2.15% 18
2021
Q2 		$23.8M Buy
514,069
+43,720
+9% +$2.01M 2.46% 17
2021
Q1 		$21.5M Buy
470,349
+247,626
+111% +$11.4M 2.51% 18
2020
Q4 		$10.2M Sell
222,723
-115,519
-34% -$5.19M 1.16% 30
2020
Q3 		$15.1M Sell
338,242
-10,368
-3% -$460K 1.81% 21
2020
Q2 		$15.1M Buy
348,610
+37,087
+12% +$1.57M 2.15% 19
2020
Q1 		$12.5M Buy
311,523
+89,896
+41% +$4.02M 2.2% 16
2019
Q4 		$10.3M Sell
221,627
-28,226
-11% -$1.3M 1.83% 20
2019
Q3 		$11.6M Buy
249,853
+83,304
+50% +$3.84M 2.43% 15
2019
Q2 		$7.7M Buy
166,549
+67,362
+68% +$3.12M 1.83% 23
2019
Q1 		$4.57M Buy
99,187
+63,078
+175% +$2.9M 1.22% 27
2018
Q4 		$1.61M Sell
36,109
-28,458
-44% -$1.32M 0.51% 26
2018
Q3 		$3.06M Sell
64,567
-110,406
-63% -$5.2M 0.98% 23
2018
Q2 		$8.22M Buy
174,973
+135,385
+342% +$6.4M 3% 16
2018
Q1 		$1.88M Sell
39,588
-103,764
-72% -$4.92M 0.78% 22
2017
Q4 		$6.76M Buy
143,352
+50,345
+54% +$2.38M 3.96% 12
2017
Q3 		$4.41M Buy
+93,007
New +$4.41M 3.76% 11

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

Money Design's SRLN Position: Q2 2025 in Review

Money Design increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.2% in Q2 2025, buying an estimated $3.58M and bringing the position to 1,503,826 shares worth $62.5M. The position accounts for 2.92% of the portfolio, ranked #12.

Money Design first reported a position in SRLN in Q3 2017 and has held it in 32 quarters since. 523 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

  • Money Design held 1,503,826 shares of State Street Blackstone Senior Loan ETF worth $62.5M as of Q2 2025.
  • Money Design bought 87,613 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $3.58M.
  • State Street Blackstone Senior Loan ETF made up 2.92% of Money Design's portfolio in Q2 2025, its #12 holding.
  • Money Design first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and has held it in 32 quarters since.
  • 523 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.