RDA Financial Network’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

RDA Financial Network’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
2024 Q4	–	Sell	-23,113	Closed	-$965K	–	248
2024 Q3	$965K	Buy	23,113 +1,254	+6%	+$52.2K	0.3%	95
2024 Q2	$914K	Buy	21,859 +665	+3%	+$27.8K	0.3%	94
2024 Q1	$892K	Sell	21,194 -1,760	-8%	-$73.8K	0.31%	92
2023 Q4	$962K	Sell	22,954 -2,496	-10%	-$104K	0.36%	80
2023 Q3	$1.07M	Sell	25,450 -753	-3%	-$31.5K	0.46%	65
2023 Q2	$1.1M	Buy	26,203 +516	+2%	+$21.3K	0.46%	64
2023 Q1	$1.06M	Buy	25,687 +409	+2%	+$17K	0.49%	62
2022 Q4	$1.03M	Buy	+25,278	New	+$1.04M	0.52%	59

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

SIM

Symetra Investment Management Farmington, Connecticut $1.14B AUM 10.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

RDA Financial Network's SRLN Position: Q4 2024 in Review

RDA Financial Network sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 23,113 shares — an estimated $965K sold.

RDA Financial Network first reported a position in SRLN in Q4 2022 and held it in 8 quarters. The position peaked at $1.1M in Q2 2023. 530 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

RDA Financial Network reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
RDA Financial Network sold 23,113 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $965K.
RDA Financial Network first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and held it in 8 quarters.
RDA Financial Network's State Street Blackstone Senior Loan ETF position peaked at $1.1M in Q2 2023.
530 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on RDA Financial Network's 13F filing for Q4 2024, filed 15 Jan 2025.