Petix & Botte Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Petix & Botte Financial’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	$4.07M	Buy	101,087 +47,460	+89%	+$1.92M	0.82%	29
2026 Q1	$4.31M	Sell	53,627 -59,263	-52%	-$2.41M	0.96%	28
2025 Q4	$4.66M	Sell	112,890 -15,542	-12%	-$642K	1.06%	27
2025 Q3	$5.34M	Sell	128,432 -5,724	-4%	-$238K	1.23%	25
2025 Q2	$5.58M	Sell	134,156 -9,203	-6%	-$377K	1.37%	25
2025 Q1	$5.9M	Sell	143,359 -18,775	-12%	-$781K	1.55%	24
2024 Q4	$6.77M	Sell	162,134 -50,209	-24%	-$2.1M	1.78%	20
2024 Q3	$8.87M	Buy	212,343 +8,248	+4%	+$343K	2.36%	13
2024 Q2	$8.53M	Buy	204,095 +102,249	+100%	+$4.28M	2.42%	13
2024 Q1	$4.29M	Sell	101,846 -104,258	-51%	-$4.37M	1.07%	31
2023 Q4	$8.64M	Buy	206,104 +4,367	+2%	+$182K	2.54%	12
2023 Q3	$8.46M	Buy	201,737 +11,674	+6%	+$488K	2.67%	11
2023 Q2	$7.96M	Buy	190,063 +99,651	+110%	+$4.12M	2.47%	12
2023 Q1	$3.75M	Buy	+90,412	New	+$3.76M	2.53%	12
2022 Q3	$3.45M	Buy	84,390 +783	+0.9%	+$33.1K	2.63%	12
2022 Q2	$3.48M	Sell	83,607 -87,377	-51%	-$3.8M	2.56%	13
2022 Q1	$7.69M	Buy	170,984 +94,035	+122%	+$4.25M	2.37%	13
2021 Q4	$3.51M	Sell	76,949 -60,969	-44%	-$2.79M	2.23%	14
2021 Q3	$6.35M	Buy	137,918 +79,805	+137%	+$3.66M	2.15%	13
2021 Q2	$2.69M	Buy	58,113 +2,855	+5%	+$131K	1.88%	16
2021 Q1	$2.53M	Buy	55,258 +709	+1%	+$32.5K	1.87%	16
2020 Q4	$2.49M	Buy	54,549 +3,476	+7%	+$156K	1.86%	16
2020 Q3	$2.3M	Sell	51,073 -47,957	-48%	-$2.13M	1.83%	16
2020 Q2	$2.15M	Buy	99,030 +51,002	+106%	+$2.16M	1.77%	18
2020 Q1	$1.92M	Buy	48,028 +5,932	+14%	+$265K	1.87%	17
2019 Q4	$1.97M	Buy	+42,096	New	+$1.94M	1.55%	19

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Petix & Botte Financial's SRLN Position: Q2 2026 in Review

Petix & Botte Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 89% in Q2 2026, buying an estimated $1.92M and bringing the position to 101,087 shares worth $4.07M. The position accounts for 0.82% of the portfolio, ranked #29.

Petix & Botte Financial first reported a position in SRLN in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.87M in Q3 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Petix & Botte Financial held 101,087 shares of State Street Blackstone Senior Loan ETF worth $4.07M as of Q2 2026.
Petix & Botte Financial bought 47,460 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $1.92M.
State Street Blackstone Senior Loan ETF made up 0.82% of Petix & Botte Financial's portfolio in Q2 2026, its #29 holding.
Petix & Botte Financial first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 26 quarters since.
Petix & Botte Financial's State Street Blackstone Senior Loan ETF position peaked at $8.87M in Q3 2024.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.