MSH Capital Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MSH Capital 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
2024 Q1	–	Sell	-24,728	Closed	-$1.04M	–	223
2023 Q4	$1.04M	Sell	24,728 -241	-1%	-$10K	0.39%	77
2023 Q3	$1.05M	Buy	24,969 +9,488	+61%	+$397K	0.41%	74
2023 Q2	$648K	Sell	15,481 -78	-0.5%	-$3.22K	0.24%	108
2023 Q1	$645K	Sell	15,559 -13,217	-46%	-$550K	0.28%	99
2022 Q4	$1.18M	Buy	+28,776	New	+$1.18M	0.53%	66

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSH Capital Advisors's SRLN Position: Q1 2024 in Review

MSH Capital Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2024, closing a stake of 24,728 shares — an estimated $1.04M sold.

MSH Capital Advisors first reported a position in SRLN in Q4 2022 and held it in 5 quarters. The position peaked at $1.18M in Q4 2022. 479 funds tracked by Wall St. Rank hold SRLN as of Q1 2024.

MSH Capital Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
MSH Capital Advisors sold 24,728 State Street Blackstone Senior Loan ETF shares in Q1 2024, an estimated $1.04M.
MSH Capital Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and held it in 5 quarters.
MSH Capital Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.18M in Q4 2022.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2024.

Based on MSH Capital Advisors's 13F filing for Q1 2024, filed 14 Feb 2025.