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Patton Albertson Miller Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Patton Albertson Miller 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
Q1 		– Sell
-22,222
Closed -$917K – 219
2025
Q4 		$917K Sell
22,222
-9,284
-29% -$383K 0.11% 128
2025
Q3 		$1.31M Sell
31,506
-750
-2% -$31.1K 0.16% 102
2025
Q2 		$1.34M Sell
32,256
-1,800
-5% -$73.7K 0.18% 103
2025
Q1 		$1.4M Sell
34,056
-2,590
-7% -$108K 0.21% 101
2024
Q4 		$1.53M Sell
36,646
-144
-0.4% -$6.02K 0.2% 94
2024
Q3 		$1.54M Sell
36,790
-300
-0.8% -$12.5K 0.21% 93
2024
Q2 		$1.55M Sell
37,090
-711
-2% -$29.8K 0.22% 89
2024
Q1 		$1.59M Sell
37,801
-1,557
-4% -$65.3K 0.24% 91
2023
Q4 		$1.65M Sell
39,358
-5,341
-12% -$222K 0.28% 90
2023
Q3 		$1.87M Sell
44,699
-1,000
-2% -$41.8K 0.37% 84
2023
Q2 		$1.91M Sell
45,699
-3,190
-7% -$132K 0.37% 85
2023
Q1 		$2.03M Sell
48,889
-900
-2% -$37.4K 0.37% 88
2022
Q4 		$2.04M Sell
49,789
-11,571
-19% -$476K 0.37% 80
2022
Q3 		$2.51M Hold
61,360
– – 0.54% 66
2022
Q2 		$2.56M Buy
61,360
+3,956
+7% +$172K 0.52% 75
2022
Q1 		$2.58M Buy
57,404
+24,262
+73% +$1.1M 0.44% 81
2021
Q4 		$1.51M Buy
33,142
+5,802
+21% +$265K 0.24% 109
2021
Q3 		$1.26M Buy
+27,340
New +$1.25M 0.24% 111

Other funds holding SRLN

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Patton Albertson Miller Group's SRLN Position: Q1 2026 in Review

Patton Albertson Miller Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 22,222 shares — an estimated $917K sold.

Patton Albertson Miller Group first reported a position in SRLN in Q3 2021 and held it in 18 quarters. The position peaked at $2.58M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Patton Albertson Miller Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Patton Albertson Miller Group sold 22,222 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $917K.
  • Patton Albertson Miller Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and held it in 18 quarters.
  • Patton Albertson Miller Group's State Street Blackstone Senior Loan ETF position peaked at $2.58M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Patton Albertson Miller Group's 13F filing for Q1 2026, filed 21 Apr 2026.