Prosperity Consulting Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Prosperity Consulting Group’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 Q1	$789K	Buy	19,661 +1,716	+10%	+$69.7K	0.04%	280
2025 Q4	$741K	Buy	17,945 +2,717	+18%	+$112K	0.03%	294
2025 Q3	$633K	Hold	15,228	–	–	0.03%	309
2025 Q2	$633K	Buy	15,228 +3,485	+30%	+$143K	0.05%	282
2025 Q1	$483K	Sell	11,743 -735	-6%	-$30.6K	0.04%	306
2024 Q4	$521K	Buy	12,478 +661	+6%	+$27.6K	0.04%	308
2024 Q3	$493K	Buy	+11,817	New	+$492K	0.04%	314

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Prosperity Consulting Group's SRLN Position: Q1 2026 in Review

Prosperity Consulting Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.6% in Q1 2026, buying an estimated $69.7K and bringing the position to 19,661 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #280.

Prosperity Consulting Group first reported a position in SRLN in Q3 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Prosperity Consulting Group held 19,661 shares of State Street Blackstone Senior Loan ETF worth $789K as of Q1 2026.
Prosperity Consulting Group bought 1,716 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $69.7K.
State Street Blackstone Senior Loan ETF made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #280 holding.
Prosperity Consulting Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.