MRA Advisory Group
SRLN icon

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
Q3 		$15M Buy
372,258
+112,673
+43% +$4.56M 5.63% 3
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 		$9.9M 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

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

MRA Advisory Group's SRLN Position: Q3 2026 in Review

MRA Advisory Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 43% in Q3 2026, buying an estimated $4.56M and bringing the position to 372,258 shares worth $15M. The position accounts for 5.63% of the portfolio, ranked #3.

MRA Advisory Group first reported a position in SRLN in Q1 2023 and has held it in 15 quarters since. 124 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • MRA Advisory Group held 372,258 shares of State Street Blackstone Senior Loan ETF worth $15M as of Q3 2026.
  • MRA Advisory Group bought 112,673 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $4.56M.
  • State Street Blackstone Senior Loan ETF made up 5.63% of MRA Advisory Group's portfolio in Q3 2026, its #3 holding.
  • MRA Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 15 quarters since.
  • 124 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.