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

Mutual 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	$2.6M	Buy	+64,614	New	+$2.61M	0.05%	356
2024 Q3	–	Sell	-8,965	Closed	-$374K	–	1154
2024 Q2	$374K	Buy	+8,965	New	+$375K	0.01%	814
2022 Q3	–	Sell	-20,540	Closed	-$855K	–	938
2022 Q2	$855K	Sell	20,540 -2,798	-12%	-$122K	0.06%	383
2022 Q1	$1.05M	Sell	23,338 -899	-4%	-$40.6K	0.06%	363
2021 Q4	$1.11M	Buy	24,237 +6,511	+37%	+$298K	0.06%	351
2021 Q3	$816K	Buy	17,726 +650	+4%	+$29.8K	0.05%	403
2021 Q2	$790K	Buy	17,076 +1,658	+11%	+$76.2K	0.05%	413
2021 Q1	$705K	Buy	+15,418	New	+$708K	0.05%	406
2019 Q2	–	Sell	-28,796	Closed	-$1.33M	–	585
2019 Q1	$1.33M	Sell	28,796 -29,830	-51%	-$1.37M	0.2%	128
2018 Q4	$2.62M	Buy	58,626 +44,507	+315%	+$2.07M	0.52%	33
2018 Q3	$669K	Buy	14,119 +2,929	+26%	+$138K	0.1%	237
2018 Q2	$526K	Buy	11,190 +6,840	+157%	+$323K	0.12%	235
2018 Q1	$206K	Buy	+4,350	New	+$206K	0.05%	370

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mutual Advisors's SRLN Position: Q2 2026 in Review

Mutual Advisors opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 64,614 shares worth $2.6M. The stake represents 0.05% of the portfolio and ranks #356 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in SRLN as recently as Q2 2024.

Mutual Advisors first reported a position in SRLN in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.62M in Q4 2018. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Mutual Advisors held 64,614 shares of State Street Blackstone Senior Loan ETF worth $2.6M as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Mutual Advisors position in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #356 holding.
Mutual Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2018 and has held it in 13 quarters since.
Mutual Advisors's State Street Blackstone Senior Loan ETF position peaked at $2.62M in Q4 2018.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.