Paladin Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Paladin Advisory Group’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	$37.3K	Hold	925	–	–	0.02%	165
2026 Q1	$37.1K	Hold	925	–	–	0.03%	161
2025 Q4	$38.2K	Hold	925	–	–	0.03%	163
2025 Q3	$38.5K	Hold	925	–	–	0.03%	156
2025 Q2	$38.5K	Sell	925 -3,282	-78%	-$134K	0.03%	151
2025 Q1	$173K	Sell	4,207 -37,386	-90%	-$1.56M	0.14%	87
2024 Q4	$1.74M	Buy	41,593 +4,774	+13%	+$200K	1.33%	25
2024 Q3	$1.54M	Buy	36,819 +273	+0.7%	+$11.4K	1.13%	31
2024 Q2	$1.52M	Buy	36,546 +1,311	+4%	+$54.9K	1.18%	28
2024 Q1	$1.47M	Buy	35,235 +3,474	+11%	+$146K	1.17%	30
2023 Q4	$1.33M	Sell	31,761 -16,872	-35%	-$703K	1.1%	30
2023 Q3	$2.04M	Buy	48,633 +559	+1%	+$23.4K	1.72%	20
2023 Q2	$2.01M	Buy	48,074 +9,680	+25%	+$400K	1.61%	21
2023 Q1	$1.59M	Buy	+38,394	New	+$1.6M	1.32%	27
2022 Q2	–	Sell	-59,749	Closed	-$2.6M	–	486
2022 Q1	$2.68M	Buy	+59,749	New	+$2.7M	2.18%	14

Other funds holding SRLN

OPAM

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Paladin Advisory Group's SRLN Position: Q2 2026 in Review

Paladin Advisory Group held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 925 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #165.

Paladin Advisory Group first reported a position in SRLN in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q1 2022. 197 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Paladin Advisory Group held 925 shares of State Street Blackstone Senior Loan ETF worth $37.3K as of Q2 2026.
Paladin Advisory Group left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.02% of Paladin Advisory Group's portfolio in Q2 2026, its #165 holding.
Paladin Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street Blackstone Senior Loan ETF position peaked at $2.68M in Q1 2022.
197 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.