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Pinion Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Pinion Investment Advisors’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 		$214K Buy
5,309
+33
+0.6% +$1.33K 0.04% 197
2026
Q1 		$212K Sell
5,276
-198
-4% -$8.04K 0.05% 170
2025
Q4 		$226K Sell
5,474
-517
-9% -$21.3K 0.06% 158
2025
Q3 		$248K Buy
5,991
+538
+10% +$22.3K 0.07% 149
2025
Q2 		$227K Sell
5,453
-1,799
-25% -$73.6K 0.08% 150
2025
Q1 		$298K Buy
7,252
+96
+1% +$3.99K 0.07% 126
2024
Q4 		$299K Sell
7,156
-141
-2% -$5.9K 0.12% 124
2024
Q3 		$305K Buy
7,297
+181
+3% +$7.53K 0.13% 131
2024
Q2 		$297K Buy
7,116
+193
+3% +$8.08K 0.15% 116
2024
Q1 		$292K Buy
6,923
+282
+4% +$11.8K 0.15% 122
2023
Q4 		$278K Buy
6,641
+426
+7% +$17.7K 0.17% 121
2023
Q3 		$261K Buy
6,215
+242
+4% +$10.1K 0.17% 136
2023
Q2 		$250K Sell
5,973
-1,717
-22% -$70.9K 0.17% 148
2023
Q1 		$319K Buy
+7,690
New +$320K 0.3% 88

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinion Investment Advisors's SRLN Position: Q2 2026 in Review

Pinion Investment Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.63% in Q2 2026, buying an estimated $1.33K and bringing the position to 5,309 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #197.

Pinion Investment Advisors first reported a position in SRLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $319K in Q1 2023. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Pinion Investment Advisors held 5,309 shares of State Street Blackstone Senior Loan ETF worth $214K as of Q2 2026.
  • Pinion Investment Advisors bought 33 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $1.33K.
  • State Street Blackstone Senior Loan ETF made up 0.04% of Pinion Investment Advisors's portfolio in Q2 2026, its #197 holding.
  • Pinion Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 14 quarters since.
  • Pinion Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $319K in Q1 2023.
  • 479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.