Prudent Man Advisors
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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
2026
Q3 		$5.48M Buy
135,750
+650
+0.5% +$26.3K 1.29% 20
2026
Q2 		$5.44M Buy
+135,100
New +$5.46M 1.24% 23
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

Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CNO Financial Group
CNO Financial Group Carmel, Indiana $170M AUM 5.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Prudent Man Advisors's SRLN Position: Q3 2026 in Review

Prudent Man Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.48% in Q3 2026, buying an estimated $26.3K and bringing the position to 135,750 shares worth $5.48M. The position accounts for 1.29% of the portfolio, ranked #20.

Prudent Man Advisors first reported a position in SRLN in Q3 2022 and has held it in 14 quarters since. 314 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Prudent Man Advisors held 135,750 shares of State Street Blackstone Senior Loan ETF worth $5.48M as of Q3 2026.
  • Prudent Man Advisors bought 650 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $26.3K.
  • State Street Blackstone Senior Loan ETF made up 1.29% of Prudent Man Advisors's portfolio in Q3 2026, its #20 holding.
  • Prudent Man Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and has held it in 14 quarters since.
  • 314 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.