Patriot Investment Management Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Patriot Investment Management 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
2025 Q1	–	Sell	-5,930	Closed	-$247K	–	237
2024 Q4	$247K	Sell	5,930 -8,880	-60%	-$371K	0.02%	211
2024 Q3	$618K	Hold	14,810	–	–	0.05%	144
2024 Q2	$619K	Hold	14,810	–	–	0.05%	144
2024 Q1	$624K	Hold	14,810	–	–	0.05%	148
2023 Q4	$621K	Sell	14,810 -90	-0.6%	-$3.75K	0.05%	141
2023 Q3	$625K	Hold	14,900	–	–	0.06%	138
2023 Q2	$624K	Hold	14,900	–	–	0.05%	148
2023 Q1	$618K	Hold	14,900	–	–	0.05%	148
2022 Q4	$627K	Hold	14,900	–	–	0.05%	149
2022 Q3	$608K	Hold	14,900	–	–	0.06%	139
2022 Q2	$620K	Buy	14,900 +7,035	+89%	+$306K	0.06%	141
2022 Q1	$353K	Buy	7,865 +910	+13%	+$41.1K	0.03%	203
2021 Q4	$317K	Buy	+6,955	New	+$318K	0.03%	215

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patriot Investment Management Group's SRLN Position: Q1 2025 in Review

Patriot Investment Management Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2025, closing a stake of 5,930 shares — an estimated $247K sold.

Patriot Investment Management Group first reported a position in SRLN in Q4 2021 and held it in 13 quarters. The position peaked at $627K in Q4 2022. 522 funds tracked by Wall St. Rank hold SRLN as of Q1 2025.

Patriot Investment Management Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
Patriot Investment Management Group sold 5,930 State Street Blackstone Senior Loan ETF shares in Q1 2025, an estimated $247K.
Patriot Investment Management Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 13 quarters.
Patriot Investment Management Group's State Street Blackstone Senior Loan ETF position peaked at $627K in Q4 2022.
522 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2025.

Based on Patriot Investment Management Group's 13F filing for Q1 2025, filed 16 Apr 2025.