NFP
SRLN icon

Novak Financial Planning’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Novak Financial Planning’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
2021
Q2 		$557K Sell
12,033
-94
-0.8% -$4.32K 0.27% 82
2021
Q1 		$555K Hold
12,127
– – 0.3% 78
2020
Q4 		$554K Buy
+12,127
New +$545K 0.33% 77

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Novak Financial Planning's SRLN Position: Q2 2021 in Review

Novak Financial Planning reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.78% in Q2 2021, selling an estimated $4.32K and leaving 12,033 shares worth $557K. The position accounts for 0.27% of the portfolio, ranked #82.

Novak Financial Planning first reported a position in SRLN in Q4 2020 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold SRLN as of Q2 2021.

  • Novak Financial Planning held 12,033 shares of State Street Blackstone Senior Loan ETF worth $557K as of Q2 2021.
  • Novak Financial Planning sold 94 State Street Blackstone Senior Loan ETF shares in Q2 2021, an estimated $4.32K.
  • State Street Blackstone Senior Loan ETF made up 0.27% of Novak Financial Planning's portfolio in Q2 2021, its #82 holding.
  • Novak Financial Planning first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.