Primoris Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Primoris Wealth 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
2026 Q2	$558K	Sell	13,837 -17	-0.1%	-$687	0.25%	73
2026 Q1	$556K	Sell	13,854 -1,214	-8%	-$49.3K	0.39%	50
2025 Q4	$622K	Buy	15,068 +1,469	+11%	+$60.6K	0.37%	57
2025 Q3	$565K	Sell	13,599 -497	-4%	-$20.6K	0.36%	60
2025 Q2	$586K	Buy	14,096 +3	+0%	+$123	0.4%	50
2025 Q1	$580K	Sell	14,093 -398	-3%	-$16.6K	0.45%	54
2024 Q4	$605K	Buy	14,491 +305	+2%	+$12.8K	0.46%	51
2024 Q3	$592K	Buy	14,186 +204	+1%	+$8.49K	0.43%	60
2024 Q2	$584K	Buy	13,982 +4	+0%	+$167	0.47%	58
2024 Q1	$589K	Sell	13,978 -247	-2%	-$10.4K	0.47%	54
2023 Q4	$596K	Sell	14,225 -1,195	-8%	-$49.8K	0.56%	46
2023 Q3	$647K	Sell	15,420 -496	-3%	-$20.7K	0.78%	34
2023 Q2	$666K	Buy	15,916 +3	+0%	+$124	0.73%	34
2023 Q1	$660K	Buy	15,913 +2	+0%	+$83	0.81%	31
2022 Q4	$651K	Sell	15,911 -6,121	-28%	-$252K	1%	26
2022 Q3	$895K	Buy	22,032 +3,752	+21%	+$159K	1.6%	20
2022 Q2	$763K	Sell	18,280 -3,498	-16%	-$152K	1.1%	30
2022 Q1	$977K	Buy	21,778 +7,226	+50%	+$326K	0.91%	34
2021 Q4	$689K	Buy	+14,552	New	+$665K	0.56%	44

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

Primoris Wealth Advisors's SRLN Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.12% in Q2 2026, selling an estimated $687 and leaving 13,837 shares worth $558K. The position accounts for 0.25% of the portfolio, ranked #73.

Primoris Wealth Advisors first reported a position in SRLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $977K in Q1 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Primoris Wealth Advisors held 13,837 shares of State Street Blackstone Senior Loan ETF worth $558K as of Q2 2026.
Primoris Wealth Advisors sold 17 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $687.
State Street Blackstone Senior Loan ETF made up 0.25% of Primoris Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Primoris Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
Primoris Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $977K in Q1 2022.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.