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Regal Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Regal Investment 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
2024
Q4 		– Sell
-47,650
Closed -$1.99M – 513
2024
Q3 		$1.99M Sell
47,650
-114,656
-71% -$4.77M 0.14% 172
2024
Q2 		$6.78M Buy
162,306
+483
+0.3% +$20.2K 0.44% 61
2024
Q1 		$6.81M Sell
161,823
-3,010
-2% -$126K 0.47% 56
2023
Q4 		$6.91M Sell
164,833
-111,426
-40% -$4.64M 0.52% 48
2023
Q3 		$11.6M Buy
276,259
+18,690
+7% +$781K 0.98% 20
2023
Q2 		$10.8M Buy
257,569
+60,482
+31% +$2.5M 0.9% 23
2023
Q1 		$8.17M Buy
197,087
+71,797
+57% +$2.99M 0.72% 30
2022
Q4 		$5.12M Buy
125,290
+562
+0.5% +$23.1K 0.5% 55
2022
Q3 		$5.1M Buy
124,728
+4,495
+4% +$190K 0.54% 52
2022
Q2 		$5.01M Buy
120,233
+109,002
+971% +$4.74M 0.52% 55
2022
Q1 		$505K Buy
+11,231
New +$507K 0.05% 309
2015
Q4 		– Sell
-90
Closed -$4K – 792
2015
Q3 		$4K Buy
90
+33
+58% +$1.6K ﹤0.01% 846
2015
Q2 		$2K Sell
57
-1,739
-97% -$85.9K ﹤0.01% 853
2015
Q1 		$88K Buy
1,796
+1,415
+371% +$69.3K 0.02% 358
2014
Q4 		$19K Sell
381
-283
-43% -$13.9K 0.01% 540
2014
Q3 		$33K Sell
664
-36
-5% -$1.79K 0.01% 476
2014
Q2 		$35K Hold
700
– – 0.01% 447
2014
Q1 		$35K Sell
700
-541
-44% -$27.1K 0.01% 413
2013
Q4 		$62K Buy
1,241
+504
+68% +$25.2K 0.04% 265
2013
Q3 		$37K Buy
+737
New +$36.8K 0.02% 352

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

Regal Investment Advisors's SRLN Position: Q4 2024 in Review

Regal Investment Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 47,650 shares — an estimated $1.99M sold.

Regal Investment Advisors first reported a position in SRLN in Q3 2013 and held it in 20 quarters. The position peaked at $11.6M in Q3 2023. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

  • Regal Investment Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 47,650 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $1.99M.
  • Regal Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2013 and held it in 20 quarters.
  • Regal Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $11.6M in Q3 2023.
  • 528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.