Peterson Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Peterson Financial 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
2024 Q3	$7.32K	Buy	+175	New	+$7.28K	0.03%	247

Other funds holding SRLN

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

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

APSPRSPT

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SIM

Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Peterson Financial Group's SRLN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2024: 175 shares worth $7.32K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings.

505 funds tracked by Wall St. Rank hold SRLN as of Q3 2024.

Peterson Financial Group held 175 shares of State Street Blackstone Senior Loan ETF worth $7.32K as of Q3 2024.
State Street Blackstone Senior Loan ETF was a new Peterson Financial Group position in Q3 2024.
State Street Blackstone Senior Loan ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #247 holding.
505 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.