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Mount Yale Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Mount Yale Investment 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
2026
Q1 		$2.82M Buy
70,172
+8,640
+14% +$351K 0.07% 303
2025
Q4 		$2.54M Buy
61,532
+17,024
+38% +$703K 0.12% 164
2025
Q3 		$1.85M Buy
44,508
+33,971
+322% +$1.41M 0.13% 172
2025
Q2 		$438K Buy
10,537
+255
+2% +$10.4K 0.03% 370
2025
Q1 		$423K Sell
10,282
-730
-7% -$30.4K 0.04% 362
2024
Q4 		$460K Sell
11,012
-1,945
-15% -$81.4K 0.04% 356
2024
Q3 		$541K Sell
12,957
-19,361
-60% -$806K 0.05% 331
2024
Q2 		$1.35M Buy
32,318
+6,272
+24% +$263K 0.11% 175
2024
Q1 		$1.1M Buy
26,046
+709
+3% +$29.7K 0.08% 205
2023
Q4 		$1.06M Buy
25,337
+5,715
+29% +$238K 0.1% 191
2023
Q3 		$823K Buy
19,622
+1,056
+6% +$44.2K 0.09% 217
2023
Q2 		$777K Sell
18,566
-19
-0.1% -$785 0.08% 240
2023
Q1 		$771K Buy
18,585
+10,433
+128% +$434K 0.09% 238
2022
Q4 		$333K Sell
8,152
-1,384
-15% -$57K 0.04% 343
2022
Q3 		$390K Sell
9,536
-10,265
-52% -$435K 0.05% 307
2022
Q2 		$825K Sell
19,801
-8,866
-31% -$385K 0.1% 195
2022
Q1 		$1.29M Buy
+28,667
New +$1.29M 0.14% 162

Other funds holding SRLN

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's SRLN Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 14% in Q1 2026, buying an estimated $351K and bringing the position to 70,172 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #303.

Mount Yale Investment Advisors first reported a position in SRLN in Q1 2022 and has held it in 17 quarters since. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Mount Yale Investment Advisors held 70,172 shares of State Street Blackstone Senior Loan ETF worth $2.82M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,640 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $351K.
  • State Street Blackstone Senior Loan ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #303 holding.
  • Mount Yale Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 17 quarters since.
  • 486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.