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

My Legacy 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
2025 Q2	$3.09M	Buy	74,486 +5,883	+9%	+$241K	1.1%	21
2025 Q1	$2.82M	Buy	68,603 +4,290	+7%	+$178K	1.09%	21
2024 Q4	$2.69M	Buy	64,313 +2,824	+5%	+$118K	1.05%	21
2024 Q3	$2.57M	Sell	61,489 -8,274	-12%	-$344K	1.01%	22
2024 Q2	$2.92M	Buy	69,763 +7,203	+12%	+$302K	0.93%	22
2024 Q1	$2.63M	Buy	62,560 +2,941	+5%	+$123K	0.88%	27
2023 Q4	$2.5M	Buy	59,619 +467	+0.8%	+$19.5K	0.9%	24
2023 Q3	$2.46M	Buy	59,152 +3,009	+5%	+$126K	1%	21
2023 Q2	$2.35M	Buy	56,143 +1,814	+3%	+$74.9K	0.92%	24
2023 Q1	$2.24M	Buy	54,329 +3,538	+7%	+$147K	0.96%	20
2022 Q4	$2.13M	Buy	+50,791	New	+$2.09M	0.91%	21

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

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

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

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

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

My Legacy Advisors's SRLN Position: Q2 2025 in Review

My Legacy Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 8.6% in Q2 2025, buying an estimated $241K and bringing the position to 74,486 shares worth $3.09M. The position accounts for 1.1% of the portfolio, ranked #21.

My Legacy Advisors first reported a position in SRLN in Q4 2022 and has held it in 11 quarters since. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

My Legacy Advisors held 74,486 shares of State Street Blackstone Senior Loan ETF worth $3.09M as of Q2 2025.
My Legacy Advisors bought 5,883 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $241K.
State Street Blackstone Senior Loan ETF made up 1.1% of My Legacy Advisors's portfolio in Q2 2025, its #21 holding.
My Legacy Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 11 quarters since.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.