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 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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pinion Investment Advisors's SRLN Position: Q1 2026 in Review

Pinion Investment Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.6% in Q1 2026, selling an estimated $8.04K and leaving 5,276 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #170.

Pinion Investment Advisors first reported a position in SRLN in Q1 2023 and has held it in 13 quarters since. The position peaked at $319K in Q1 2023. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Pinion Investment Advisors held 5,276 shares of State Street Blackstone Senior Loan ETF worth $212K as of Q1 2026.
Pinion Investment Advisors sold 198 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $8.04K.
State Street Blackstone Senior Loan ETF made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #170 holding.
Pinion Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 13 quarters since.
Pinion Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $319K in Q1 2023.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.