New York Life Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

New York Life Investment Management’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	–	Sell	-521,111	Closed	-$21.4M	–	836
2025 Q1	$21.4M	Buy	521,111 +67,617	+15%	+$2.81M	0.22%	95
2024 Q4	$18.9M	Buy	453,494 +18,065	+4%	+$756K	0.18%	106
2024 Q3	$18.2M	Sell	435,429 -32,650	-7%	-$1.36M	0.18%	109
2024 Q2	$19.6M	Sell	468,079 -1,231,760	-72%	-$51.6M	0.2%	102
2024 Q1	$71.6M	Sell	1,699,839 -722,186	-30%	-$30.3M	0.71%	26
2023 Q4	$102M	Sell	2,422,025 -370,483	-13%	-$15.4M	1.04%	20
2023 Q3	$117M	Sell	2,792,508 -130,013	-4%	-$5.44M	1.27%	14
2023 Q2	$122M	Buy	2,922,521 +1,548,116	+113%	+$63.9M	1.27%	12
2023 Q1	$57M	Sell	1,374,405 -31,733	-2%	-$1.32M	0.63%	25
2022 Q4	$57.5M	Sell	1,406,138 -273,942	-16%	-$11.3M	0.66%	21
2022 Q3	$68.7M	Sell	1,680,080 -197,763	-11%	-$8.37M	0.83%	17
2022 Q2	$78.2M	Buy	+1,877,843	New	+$81.6M	0.91%	16

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 $4.25M AUM 33.15% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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 $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's SRLN Position: Q2 2025 in Review

New York Life Investment Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 521,111 shares — an estimated $21.4M sold.

New York Life Investment Management first reported a position in SRLN in Q2 2022 and held it in 12 quarters. The position peaked at $122M in Q2 2023. 522 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

New York Life Investment Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
New York Life Investment Management sold 521,111 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $21.4M.
New York Life Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and held it in 12 quarters.
New York Life Investment Management's State Street Blackstone Senior Loan ETF position peaked at $122M in Q2 2023.
522 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.