Mount Yale Investment Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
10,537
+255
| +2% | +$10.6K | 0.03% | 370 |
|
|
2025
Q1 | $423K | Sell |
10,282
-730
| -7% | -$30K | 0.04% | 362 |
|
|
2024
Q4 | $460K | Sell |
11,012
-1,945
| -15% | -$81.2K | 0.04% | 356 |
|
|
2024
Q3 | $541K | Sell |
12,957
-19,361
| -60% | -$809K | 0.05% | 331 |
|
|
2024
Q2 | $1.35M | Buy |
32,318
+6,272
| +24% | +$262K | 0.11% | 175 |
|
|
2024
Q1 | $1.1M | Buy |
26,046
+709
| +3% | +$29.9K | 0.08% | 205 |
|
|
2023
Q4 | $1.06M | Buy |
25,337
+5,715
| +29% | +$240K | 0.1% | 191 |
|
|
2023
Q3 | $823K | Buy |
19,622
+1,056
| +6% | +$44.3K | 0.09% | 217 |
|
|
2023
Q2 | $777K | Sell |
18,566
-19
| -0.1% | -$796 | 0.08% | 240 |
|
|
2023
Q1 | $771K | Buy |
18,585
+10,433
| +128% | +$433K | 0.09% | 238 |
|
|
2022
Q4 | $333K | Sell |
8,152
-1,384
| -15% | -$56.6K | 0.04% | 340 |
|
|
2022
Q3 | $390K | Sell |
9,536
-10,265
| -52% | -$420K | 0.05% | 306 |
|
|
2022
Q2 | $825K | Sell |
19,801
-8,866
| -31% | -$369K | 0.1% | 195 |
|
|
2022
Q1 | $1.29M | Buy |
+28,667
| New | +$1.29M | 0.14% | 162 |
|