Refined Wealth Management
SRLN icon

Refined Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Refined Wealth Management’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
Q3 		$456K Sell
11,289
-122
-1% -$4.94K 0.26% 31
2026
Q2 		$460K Buy
11,411
+40
+0.4% +$1.62K 0.28% 31
2026
Q1 		$456K Sell
11,371
-208,556
-95% -$8.47M 0.29% 31
2025
Q4 		$9.08M Buy
219,927
+802
+0.4% +$33.1K 6.11% 7
2025
Q3 		$9.11M Buy
219,125
+8,474
+4% +$352K 5.85% 7
2025
Q2 		$8.76M Buy
210,651
+572
+0.3% +$23.4K 6.02% 7
2025
Q1 		$8.64M Sell
210,079
-4,596
-2% -$191K 7.07% 6
2024
Q4 		$8.96M Sell
214,675
-459
-0.2% -$19.2K 6.82% 5
2024
Q3 		$8.98M Buy
215,134
+1,870
+0.9% +$77.8K 6.93% 4
2024
Q2 		$8.91M Sell
213,264
-1,879
-0.9% -$78.7K 6.87% 5
2024
Q1 		$9.06M Buy
215,143
+3,312
+2% +$139K 6.38% 6
2023
Q4 		$8.88M Buy
211,831
+1,375
+0.7% +$57.3K 6.93% 5
2023
Q3 		$8.82M Buy
210,456
+2,791
+1% +$117K 7.92% 4
2023
Q2 		$8.69M Buy
207,665
+6,887
+3% +$284K 7.17% 4
2023
Q1 		$8.32M Buy
200,778
+333
+0.2% +$13.9K 7.35% 4
2022
Q4 		$8.2M Buy
200,445
+7,500
+4% +$309K 7.17% 5
2022
Q3 		$7.89M Buy
192,945
+1,781
+0.9% +$75.4K 7.12% 5
2022
Q2 		$7.96M Buy
191,164
+11,294
+6% +$491K 7.12% 7
2022
Q1 		$8.09M Sell
179,870
-110,155
-38% -$4.98M 6.83% 7
2021
Q4 		$13.2M Buy
290,025
+1,952
+0.7% +$89.3K 10.26% 4
2021
Q3 		$13.3M Buy
288,073
+7,061
+3% +$324K 10.74% 2
2021
Q2 		$13M Buy
+281,012
New +$12.9M 10.92% 3

Other funds holding SRLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Refined Wealth Management's SRLN Position: Q3 2026 in Review

Refined Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.1% in Q3 2026, selling an estimated $4.94K and leaving 11,289 shares worth $456K. The position accounts for 0.26% of the portfolio, ranked #31.

Refined Wealth Management first reported a position in SRLN in Q2 2021 and has held it in 22 quarters since. The position peaked at $13.3M in Q3 2021. 170 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Refined Wealth Management held 11,289 shares of State Street Blackstone Senior Loan ETF worth $456K as of Q3 2026.
  • Refined Wealth Management sold 122 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $4.94K.
  • State Street Blackstone Senior Loan ETF made up 0.26% of Refined Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Refined Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $13.3M in Q3 2021.
  • 170 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.