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

NewEdge 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	$3.97M	Buy	98,568 +5,281	+6%	+$213K	0.01%	862
2026 Q1	$3.74M	Buy	93,287 +2,510	+3%	+$102K	0.01%	802
2025 Q4	$3.75M	Sell	90,777 -552	-0.6%	-$22.8K	0.01%	781
2025 Q3	$3.8M	Buy	91,329 +3,771	+4%	+$157K	0.02%	738
2025 Q2	$3.64M	Sell	87,558 -1,266	-1%	-$51.8K	0.02%	698
2025 Q1	$3.65M	Buy	88,824 +13,049	+17%	+$543K	0.02%	617
2024 Q4	$3.16M	Buy	75,775 +4,145	+6%	+$173K	0.02%	652
2024 Q3	$2.99M	Sell	71,630 -9,555	-12%	-$398K	0.02%	638
2024 Q2	$3.39M	Buy	81,185 +30,534	+60%	+$1.28M	0.02%	563
2024 Q1	$2.13M	Buy	50,651 +942	+2%	+$39.5K	0.02%	663
2023 Q4	$2.09M	Sell	49,709 -2,420	-5%	-$101K	0.02%	643
2023 Q3	$2.19M	Sell	52,129 -124	-0.2%	-$5.18K	0.02%	570
2023 Q2	$2.19M	Sell	52,253 -34,628	-40%	-$1.43M	0.02%	560
2023 Q1	$3.6M	Sell	86,881 -59,022	-40%	-$2.46M	0.05%	373
2022 Q4	$4.17M	Sell	145,903 -13,951	-9%	-$574K	0.11%	198
2022 Q3	$6.53M	Buy	159,854 +31,975	+25%	+$1.35M	0.11%	201
2022 Q2	$5.33M	Sell	127,879 -38,736	-23%	-$1.68M	0.09%	223
2022 Q1	$7.49M	Buy	166,615 +77,666	+87%	+$3.51M	0.12%	177
2021 Q4	$4.06M	Buy	88,949 +38,942	+78%	+$1.78M	0.06%	290
2021 Q3	$2.3M	Buy	50,007 +24,126	+93%	+$1.11M	0.06%	289
2021 Q2	$1.2M	Buy	25,881 +12,581	+95%	+$579K	0.03%	442
2021 Q1	$608K	Buy	13,300 +2,708	+26%	+$124K	0.02%	612
2020 Q4	$484K	Buy	10,592 +67	+0.6%	+$3.01K	0.02%	632
2020 Q3	$471K	Buy	10,525 +2,434	+30%	+$108K	0.02%	592
2020 Q2	$351K	Buy	8,091 +392	+5%	+$16.6K	0.01%	637
2020 Q1	$308K	Buy	+7,699	New	+$344K	0.01%	591
2017 Q3	–	Sell	-1,330	Closed	-$62.9K	–	1019
2017 Q2	$62.9K	Buy	+1,330	New	+$63.1K	0.01%	497

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

NewEdge Advisors's SRLN Position: Q2 2026 in Review

NewEdge Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.7% in Q2 2026, buying an estimated $213K and bringing the position to 98,568 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #862.

NewEdge Advisors first reported a position in SRLN in Q2 2017 and has held it in 27 quarters since. The position peaked at $7.49M in Q1 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

NewEdge Advisors held 98,568 shares of State Street Blackstone Senior Loan ETF worth $3.97M as of Q2 2026.
NewEdge Advisors bought 5,281 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $213K.
State Street Blackstone Senior Loan ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #862 holding.
NewEdge Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2017 and has held it in 27 quarters since.
NewEdge Advisors's State Street Blackstone Senior Loan ETF position peaked at $7.49M in Q1 2022.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.