Prudent Man Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Prudent Man 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
2025 Q3	–	Sell	-110,500	Closed	-$4.6M	–	180
2025 Q2	$4.6M	Hold	110,500	–	–	1.46%	13
2025 Q1	$4.54M	Buy	110,500 +66,100	+149%	+$2.75M	1.65%	9
2024 Q4	$1.85M	Buy	44,400 +6,200	+16%	+$259K	0.67%	25
2024 Q3	$1.6M	Hold	38,200	–	–	0.53%	32
2024 Q2	$1.6M	Hold	38,200	–	–	0.56%	33
2024 Q1	$1.61M	Hold	38,200	–	–	0.6%	28
2023 Q4	$1.6M	Hold	38,200	–	–	0.6%	27
2023 Q3	$1.6M	Hold	38,200	–	–	0.64%	24
2023 Q2	$1.6M	Hold	38,200	–	–	0.6%	29
2023 Q1	$1.59M	Hold	38,200	–	–	0.62%	26
2022 Q4	$1.57M	Buy	38,200 +19,700	+106%	+$811K	0.64%	28
2022 Q3	$763K	Buy	+18,500	New	+$783K	0.36%	56

Other funds holding SRLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prudent Man Advisors's SRLN Position: Q3 2025 in Review

Prudent Man Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2025, closing a stake of 110,500 shares — an estimated $4.6M sold.

Prudent Man Advisors first reported a position in SRLN in Q3 2022 and held it in 12 quarters. The position peaked at $4.6M in Q2 2025. 498 funds tracked by Wall St. Rank hold SRLN as of Q3 2025.

Prudent Man Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 110,500 State Street Blackstone Senior Loan ETF shares in Q3 2025, an estimated $4.6M.
Prudent Man Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and held it in 12 quarters.
Prudent Man Advisors's State Street Blackstone Senior Loan ETF position peaked at $4.6M in Q2 2025.
498 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.