Psagot Value Holdings’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Psagot Value Holdings’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
2023 Q1	–	Sell	-1,006	Closed	-$41K	–	601
2022 Q4	$41K	Hold	1,006	–	–	0.01%	278
2022 Q3	$41K	Buy	+1,006	New	+$42.6K	0.01%	263

Other funds holding SRLN

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Psagot Value Holdings's SRLN Position: Q1 2023 in Review

Psagot Value Holdings sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2023, closing a stake of 1,006 shares — an estimated $41K sold.

Psagot Value Holdings first reported a position in SRLN in Q3 2022 and held it in 2 quarters. The position peaked at $41K in Q4 2022. 482 funds tracked by Wall St. Rank hold SRLN as of Q1 2023.

Psagot Value Holdings reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 1,006 State Street Blackstone Senior Loan ETF shares in Q1 2023, an estimated $41K.
Psagot Value Holdings first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and held it in 2 quarters.
Psagot Value Holdings's State Street Blackstone Senior Loan ETF position peaked at $41K in Q4 2022.
482 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.