MRA Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MRA Advisory Group’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	$10.5M	Buy	259,585 +6,807	+3%	+$275K	3.79%	6
2026 Q1	$10.1M	Buy	252,778 +13,297	+6%	+$540K	4.14%	5
2025 Q4	$9.88M	Buy	239,481 +23,272	+11%	+$961K	4.15%	8
2025 Q3	$8.99M	Buy	216,209 +17,383	+9%	+$722K	3.92%	9
2025 Q2	$8.27M	Sell	198,826 -22,712	-10%	-$929K	3.87%	9
2025 Q1	$9.11M	Buy	221,538 +12,941	+6%	+$538K	4.86%	6
2024 Q4	$8.7M	Buy	208,597 +14,232	+7%	+$595K	4.61%	6
2024 Q3	$8.12M	Buy	194,365 +7,735	+4%	+$322K	4.44%	6
2024 Q2	$7.8M	Buy	186,630 +39,729	+27%	+$1.66M	4.46%	7
2024 Q1	$6.19M	Buy	146,901 +16,110	+12%	+$675K	3.69%	10
2023 Q4	$5.48M	Buy	130,791 +33,558	+35%	+$1.4M	3.61%	11
2023 Q3	$4.08M	Sell	97,233 -18,592	-16%	-$777K	2.91%	9
2023 Q2	$4.85M	Buy	115,825 +39,809	+52%	+$1.64M	3.34%	6
2023 Q1	$3.15M	Buy	+76,016	New	+$3.16M	2.27%	20

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MRA Advisory Group's SRLN Position: Q2 2026 in Review

MRA Advisory Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.7% in Q2 2026, buying an estimated $275K and bringing the position to 259,585 shares worth $10.5M. The position accounts for 3.79% of the portfolio, ranked #6.

MRA Advisory Group first reported a position in SRLN in Q1 2023 and has held it in 14 quarters since. 134 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

MRA Advisory Group held 259,585 shares of State Street Blackstone Senior Loan ETF worth $10.5M as of Q2 2026.
MRA Advisory Group bought 6,807 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $275K.
State Street Blackstone Senior Loan ETF made up 3.79% of MRA Advisory Group's portfolio in Q2 2026, its #6 holding.
MRA Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 14 quarters since.
134 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.