Morgan Stanley’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Morgan Stanley’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 Q1	$277M	Sell	6,892,082 -4,272,635	-38%	-$173M	0.02%	784
2025 Q4	$461M	Buy	11,164,717 +706,376	+7%	+$29.2M	0.03%	561
2025 Q3	$435M	Sell	10,458,341 -1,141,698	-10%	-$47.4M	0.03%	575
2025 Q2	$482M	Buy	11,600,039 +518,405	+5%	+$21.2M	0.03%	513
2025 Q1	$456M	Buy	11,081,634 +3,651,244	+49%	+$152M	0.03%	497
2024 Q4	$310M	Buy	7,430,390 +125,458	+2%	+$5.25M	0.02%	646
2024 Q3	$305M	Sell	7,304,932 -1,375,511	-16%	-$57.2M	0.02%	638
2024 Q2	$363M	Sell	8,680,443 -2,611,347	-23%	-$109M	0.03%	563
2024 Q1	$475M	Sell	11,291,790 -1,290,568	-10%	-$54.1M	0.04%	459
2023 Q4	$528M	Buy	12,582,358 +7,326,713	+139%	+$305M	0.02%	652
2023 Q3	$220M	Sell	5,255,645 -348,087	-6%	-$14.6M	0.02%	654
2023 Q2	$235M	Sell	5,603,732 -71,675	-1%	-$2.96M	0.02%	648
2023 Q1	$235M	Sell	5,675,407 -474,630	-8%	-$19.7M	0.03%	628
2022 Q4	$252M	Sell	6,150,037 -1,000,862	-14%	-$41.2M	0.03%	591
2022 Q3	$292M	Sell	7,150,899 -8,998	-0.1%	-$381K	0.04%	444
2022 Q2	$298M	Sell	7,159,897 -1,752,472	-20%	-$76.2M	0.04%	446
2022 Q1	$401M	Buy	8,912,369 +966,722	+12%	+$43.7M	0.05%	320
2021 Q4	$363M	Buy	7,945,647 +2,519,685	+46%	+$115M	0.04%	374
2021 Q3	$250M	Buy	5,425,962 +1,557,367	+40%	+$71.5M	0.03%	455
2021 Q2	$179M	Buy	3,868,595 +1,444,582	+60%	+$66.4M	0.02%	579
2021 Q1	$111M	Buy	2,424,013 +785,040	+48%	+$36M	0.02%	716
2020 Q4	$74.8M	Buy	1,638,973 +359,998	+28%	+$16.2M	0.01%	848
2020 Q3	$57.2M	Sell	1,278,975 -126,869	-9%	-$5.63M	0.01%	842
2020 Q2	$61M	Sell	1,405,844 -72,704	-5%	-$3.08M	0.01%	753
2020 Q1	$59.2M	Buy	1,478,548 +50,195	+4%	+$2.24M	0.02%	673
2019 Q4	$66.5M	Sell	1,428,353 -55,071	-4%	-$2.54M	0.02%	782
2019 Q3	$68.7M	Sell	1,483,424 -160,044	-10%	-$7.38M	0.02%	703
2019 Q2	$76M	Sell	1,643,468 -173,542	-10%	-$8.05M	0.02%	660
2019 Q1	$83.7M	Sell	1,817,010 -5,258	-0.3%	-$242K	0.02%	605
2018 Q4	$81.5M	Sell	1,822,268 -709,962	-28%	-$33M	0.02%	597
2018 Q3	$120M	Sell	2,532,230 -97,462	-4%	-$4.59M	0.03%	534
2018 Q2	$124M	Buy	2,629,692 +293,044	+13%	+$13.8M	0.03%	494
2018 Q1	$111M	Buy	2,336,648 +580,724	+33%	+$27.5M	0.03%	538
2017 Q4	$82.8M	Sell	1,755,924 -47,398	-3%	-$2.24M	0.02%	673
2017 Q3	$85.5M	Buy	1,803,322 +20,599	+1%	+$976K	0.03%	641
2017 Q2	$84.6M	Buy	1,782,723 +170,231	+11%	+$8.08M	0.03%	635
2017 Q1	$76.7M	Buy	1,612,492 +456,323	+39%	+$21.7M	0.02%	692
2016 Q4	$54.9M	Buy	1,156,169 +156,234	+16%	+$7.39M	0.02%	820
2016 Q3	$47.3M	Buy	999,935 +56,475	+6%	+$2.66M	0.02%	880
2016 Q2	$44.1M	Sell	943,460 -429,363	-31%	-$20.1M	0.02%	864
2016 Q1	$63.8M	Sell	1,372,823 -49,180	-3%	-$2.26M	0.02%	644
2015 Q4	$65.6M	Buy	1,422,003 +329,955	+30%	+$15.5M	0.02%	666
2015 Q3	$52.2M	Buy	1,092,048 +137,871	+14%	+$6.7M	0.02%	767
2015 Q2	$47M	Buy	954,177 +132,080	+16%	+$6.52M	0.02%	892
2015 Q1	$40.5M	Buy	822,097 +82	+0%	+$4.01K	0.01%	972
2014 Q4	$40.1M	Buy	822,015 +6,943	+0.9%	+$340K	0.01%	979
2014 Q3	$40.1M	Buy	815,072 +93,306	+13%	+$4.63M	0.02%	940
2014 Q2	$36.1M	Buy	721,766 +89,625	+14%	+$4.47M	0.01%	989
2014 Q1	$31.6M	Buy	632,141 +17,043	+3%	+$853K	0.01%	1025
2013 Q4	$30.8M	Buy	615,098 +153,756	+33%	+$7.69M	0.01%	1042
2013 Q3	$23M	Sell	461,342 -126,908	-22%	-$6.34M	0.01%	1128
2013 Q2	$29.2M	Buy	+588,250	New	+$29.5M	0.01%	921

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley's SRLN Position: Q1 2026 in Review

Morgan Stanley reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 38% in Q1 2026, selling an estimated $173M and leaving 6,892,082 shares worth $277M. The position accounts for 0.02% of the portfolio, ranked #784.

Morgan Stanley first reported a position in SRLN in Q2 2013 and has held it in 52 quarters since. The position peaked at $528M in Q4 2023. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Morgan Stanley held 6,892,082 shares of State Street Blackstone Senior Loan ETF worth $277M as of Q1 2026.
Morgan Stanley sold 4,272,635 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $173M.
State Street Blackstone Senior Loan ETF made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #784 holding.
Morgan Stanley first reported a position in State Street Blackstone Senior Loan ETF in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's State Street Blackstone Senior Loan ETF position peaked at $528M in Q4 2023.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.