Plante Moran Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-27	Closed	-$1.13K	–	981
2024 Q3	$1.13K	Buy	+27	New	+$1.12K	﹤0.01%	774
2019 Q2	–	Sell	-1,495	Closed	-$69K	–	838
2019 Q1	$69K	Buy	+1,495	New	+$68.7K	0.02%	275

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

SIM

Symetra Investment Management Farmington, Connecticut $1.14B AUM 10.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Plante Moran Financial Advisors's SRLN Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 27 shares — an estimated $1.13K sold.

Plante Moran Financial Advisors first reported a position in SRLN in Q1 2019 and held it in 2 quarters. The position peaked at $69K in Q1 2019. 530 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

Plante Moran Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 27 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $1.13K.
Plante Moran Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2019 and held it in 2 quarters.
Plante Moran Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $69K in Q1 2019.
530 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.