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 Q2	$6.46M	Buy	160,458 +21,692	+16%	+$876K	1.33%	21
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

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

Plan Group Financial's SRLN Position: Q2 2026 in Review

Plan Group Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 16% in Q2 2026, buying an estimated $876K and bringing the position to 160,458 shares worth $6.46M. The position accounts for 1.33% of the portfolio, ranked #21.

Plan Group Financial first reported a position in SRLN in Q2 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Plan Group Financial held 160,458 shares of State Street Blackstone Senior Loan ETF worth $6.46M as of Q2 2026.
Plan Group Financial bought 21,692 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $876K.
State Street Blackstone Senior Loan ETF made up 1.33% of Plan Group Financial's portfolio in Q2 2026, its #21 holding.
Plan Group Financial first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.