Raymond James Financial
SRLN icon

Raymond James Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Raymond James Financial’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 		$36.6M Sell
911,349
-144,320
-14% -$5.86M 0.01% 1052
2025
Q4 		$43.6M Buy
1,055,669
+39,668
+4% +$1.64M 0.01% 902
2025
Q3 		$42.2M Buy
1,016,001
+13,594
+1% +$564K 0.01% 907
2025
Q2 		$41.7M Sell
1,002,407
-138,696
-12% -$5.68M 0.01% 867
2025
Q1 		$46.9M Buy
1,141,103
+125,685
+12% +$5.23M 0.02% 754
2024
Q4 		$42.4M Buy
+1,015,418
New +$42.5M 0.02% 820

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return