Redmont Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Redmont Wealth 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
2025 Q4	$475K	Buy	11,513 +3,372	+41%	+$139K	0.72%	37
2025 Q3	$339K	Buy	8,141 +217	+3%	+$9.01K	0.47%	55
2025 Q2	$330K	Sell	7,924 -812	-9%	-$33.2K	0.48%	52
2025 Q1	$359K	Buy	8,736 +1,341	+18%	+$55.8K	0.7%	36
2024 Q4	$309K	Buy	7,395 +107	+1%	+$4.48K	0.53%	50
2024 Q3	$304K	Hold	7,288	–	–	0.47%	55
2024 Q2	$305K	Buy	7,288 +4	+0.1%	+$167	0.48%	55
2024 Q1	$307K	Buy	7,284 +216	+3%	+$9.05K	0.42%	54
2023 Q4	$296K	Buy	+7,068	New	+$294K	0.43%	56

Other funds holding SRLN

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

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

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

APSPRSPT

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Redmont Wealth Advisors's SRLN Position: Q4 2025 in Review

Redmont Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 41% in Q4 2025, buying an estimated $139K and bringing the position to 11,513 shares worth $475K. The position accounts for 0.72% of the portfolio, ranked #37.

Redmont Wealth Advisors first reported a position in SRLN in Q4 2023 and has held it in 9 quarters since. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Redmont Wealth Advisors held 11,513 shares of State Street Blackstone Senior Loan ETF worth $475K as of Q4 2025.
Redmont Wealth Advisors bought 3,372 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $139K.
State Street Blackstone Senior Loan ETF made up 0.72% of Redmont Wealth Advisors's portfolio in Q4 2025, its #37 holding.
Redmont Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 9 quarters since.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.