RFN
SRLN icon

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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.72B AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
SIM
Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return