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Planned Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Planned Solutions’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 		$331K Buy
8,217
+377
+5% +$15.2K 0.09% 106
2026
Q1 		$315K Buy
7,840
+63
+0.8% +$2.56K 0.1% 100
2025
Q4 		$321K Sell
7,777
-1,354
-15% -$55.9K 0.1% 96
2025
Q3 		$380K Buy
9,131
+244
+3% +$10.1K 0.13% 82
2025
Q2 		$370K Buy
8,887
+74
+0.8% +$3.03K 0.14% 76
2025
Q1 		$362K Buy
8,813
+441
+5% +$18.3K 0.15% 69
2024
Q4 		$349K Buy
8,372
+1,495
+22% +$62.5K 0.14% 68
2024
Q3 		$287K Buy
6,877
+617
+10% +$25.7K 0.12% 79
2024
Q2 		$262K Buy
6,260
+281
+5% +$11.8K 0.13% 75
2024
Q1 		$252K Sell
5,979
-4
-0.1% -$168 0.12% 74
2023
Q4 		$251K Buy
5,983
+1,017
+20% +$42.4K 0.12% 68
2023
Q3 		$208K Sell
4,966
-269
-5% -$11.2K 0.13% 73
2023
Q2 		$219K Buy
5,235
+82
+2% +$3.39K 0.13% 72
2023
Q1 		$214K Sell
5,153
-24
-0.5% -$999 0.14% 69
2022
Q4 		$212K Buy
5,177
+188
+4% +$7.74K 0.16% 70
2022
Q3 		$204K Buy
+4,989
New +$211K 0.17% 62
2022
Q2 		– Sell
-4,576
Closed -$206K – 70
2022
Q1 		$206K Sell
4,576
-111
-2% -$5.01K 0.14% 71
2021
Q4 		$214K Buy
+4,687
New +$214K 0.14% 73
2021
Q1 		– Sell
-3,775
Closed -$172K – 359
2020
Q4 		$172K Buy
3,775
+95
+3% +$4.27K 0.14% 60
2020
Q3 		$165K Buy
+3,680
New +$163K 0.16% 54

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 $3.37T 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Planned Solutions's SRLN Position: Q2 2026 in Review

Planned Solutions increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.8% in Q2 2026, buying an estimated $15.2K and bringing the position to 8,217 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #106.

Planned Solutions first reported a position in SRLN in Q3 2020 and has held it in 20 quarters since. The position peaked at $380K in Q3 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Planned Solutions held 8,217 shares of State Street Blackstone Senior Loan ETF worth $331K as of Q2 2026.
  • Planned Solutions bought 377 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $15.2K.
  • State Street Blackstone Senior Loan ETF made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #106 holding.
  • Planned Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q3 2020 and has held it in 20 quarters since.
  • Planned Solutions's State Street Blackstone Senior Loan ETF position peaked at $380K in Q3 2025.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.