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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
Q2 		$2.87M Buy
71,343
+1,171
+2% +$47.3K 0.05% 333
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mount Yale Investment Advisors's SRLN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.7% in Q2 2026, buying an estimated $47.3K and bringing the position to 71,343 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #333.

Mount Yale Investment Advisors first reported a position in SRLN in Q1 2022 and has held it in 18 quarters since. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Mount Yale Investment Advisors held 71,343 shares of State Street Blackstone Senior Loan ETF worth $2.87M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,171 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $47.3K.
  • State Street Blackstone Senior Loan ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #333 holding.
  • Mount Yale Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 18 quarters since.
  • 479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.