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

Outlook Wealth 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	$284K	Buy	7,069 +344	+5%	+$13.9K	0.06%	262
2026 Q1	$270K	Buy	6,725 +65	+1%	+$2.64K	0.07%	269
2025 Q4	$275K	Buy	6,660 +162	+2%	+$6.69K	0.06%	256
2025 Q3	$270K	Buy	6,498 +200	+3%	+$8.3K	0.07%	253
2025 Q2	$262K	Buy	6,298 +267	+4%	+$10.9K	0.07%	241
2025 Q1	$248K	Buy	+6,031	New	+$251K	0.07%	243
2024 Q3	–	Sell	-7,741	Closed	-$324K	–	270
2024 Q2	$324K	Sell	7,741 -1,615	-17%	-$67.6K	0.1%	202
2024 Q1	$394K	Buy	+9,356	New	+$392K	0.12%	167
2022 Q4	–	Sell	-55,350	Closed	-$2.26M	–	197
2022 Q3	$2.26M	Sell	55,350 -1,297	-2%	-$54.9K	1.01%	25
2022 Q2	$2.36M	Buy	56,647 +23,673	+72%	+$1.03M	0.97%	25
2022 Q1	$1.48M	Buy	+32,974	New	+$1.49M	0.5%	44

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

Outlook Wealth Advisors's SRLN Position: Q2 2026 in Review

Outlook Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 7,069 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #262.

Outlook Wealth Advisors first reported a position in SRLN in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.36M in Q2 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Outlook Wealth Advisors held 7,069 shares of State Street Blackstone Senior Loan ETF worth $284K as of Q2 2026.
Outlook Wealth Advisors bought 344 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $13.9K.
State Street Blackstone Senior Loan ETF made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #262 holding.
Outlook Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 11 quarters since.
Outlook Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $2.36M in Q2 2022.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.