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

Plan Group 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 Q1	$5.57M	Buy	138,766 +5,862	+4%	+$238K	1.31%	24
2025 Q4	$5.48M	Buy	132,904 +29,735	+29%	+$1.23M	1.42%	17
2025 Q3	$4.29M	Buy	103,169 +41,426	+67%	+$1.72M	1.15%	29
2025 Q2	$2.57M	Buy	61,743 +34,104	+123%	+$1.4M	0.84%	36
2025 Q1	$1.14M	Buy	+27,639	New	+$1.15M	0.41%	63
2024 Q3	–	Sell	-4,905	Closed	-$205K	–	118
2024 Q2	$205K	Buy	+4,905	New	+$205K	0.13%	93

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

Plan Group Financial's SRLN Position: Q1 2026 in Review

Plan Group Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.4% in Q1 2026, buying an estimated $238K and bringing the position to 138,766 shares worth $5.57M. The position accounts for 1.31% of the portfolio, ranked #24.

Plan Group Financial first reported a position in SRLN in Q2 2024 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Plan Group Financial held 138,766 shares of State Street Blackstone Senior Loan ETF worth $5.57M as of Q1 2026.
Plan Group Financial bought 5,862 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $238K.
State Street Blackstone Senior Loan ETF made up 1.31% of Plan Group Financial's portfolio in Q1 2026, its #24 holding.
Plan Group Financial first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.