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 Q3	$7.04M	Buy	176,280 +15,822	+10%	+$640K	1.38%	20
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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Plan Group Financial's SRLN Position: Q3 2026 in Review

Plan Group Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.9% in Q3 2026, buying an estimated $640K and bringing the position to 176,280 shares worth $7.04M. The position accounts for 1.38% of the portfolio, ranked #20.

Plan Group Financial first reported a position in SRLN in Q2 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

Plan Group Financial held 176,280 shares of State Street Blackstone Senior Loan ETF worth $7.04M as of Q3 2026.
Plan Group Financial bought 15,822 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $640K.
State Street Blackstone Senior Loan ETF made up 1.38% of Plan Group Financial's portfolio in Q3 2026, its #20 holding.
Plan Group Financial first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
125 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.