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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Sell
925
-3,282
-78% -$136K 0.03% 151
2025
Q1
$173K Sell
4,207
-37,386
-90% -$1.54M 0.14% 87
2024
Q4
$1.74M Buy
41,593
+4,774
+13% +$199K 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% +$54.5K 1.18% 28
2024
Q1
$1.47M Buy
35,235
+3,474
+11% +$145K 1.17% 30
2023
Q4
$1.33M Sell
31,761
-16,872
-35% -$707K 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% +$405K 1.61% 21
2023
Q1
$1.59M Buy
+38,394
New +$1.59M 1.32% 27
2022
Q4
Hold
0
211
2022
Q3
Hold
0
215
2022
Q2
Sell
-59,749
Closed -$2.68M 215
2022
Q1
$2.68M Buy
+59,749
New +$2.68M 2.18% 14
2021
Q4
Hold
0
210