Rehmann Capital Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Rehmann Capital Advisory Group’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
2022 Q2	–	Sell	-5,096	Closed	-$229K	–	552
2022 Q1	$229K	Buy	+5,096	New	+$230K	0.02%	473
2021 Q4	–	Sell	-12,390	Closed	-$570K	–	585
2021 Q3	$570K	Buy	12,390 +500	+4%	+$22.9K	0.05%	296
2021 Q2	$550K	Buy	+11,890	New	+$547K	0.05%	289
2019 Q3	–	Sell	-784	Closed	-$36.3K	–	2071
2019 Q2	$36.3K	Buy	784 +9	+1%	+$417	﹤0.01%	947
2019 Q1	$35.7K	Buy	775 +6	+0.8%	+$276	﹤0.01%	929
2018 Q4	$34.4K	Buy	769 +8	+1%	+$372	0.01%	713
2018 Q3	$36.1K	Buy	761 +5	+0.7%	+$236	0.01%	928
2018 Q2	$35.5K	Buy	756 +332	+78%	+$15.7K	0.01%	902
2018 Q1	$20K	Buy	+424	New	+$20.1K	﹤0.01%	1076

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rehmann Capital Advisory Group's SRLN Position: Q2 2022 in Review

Rehmann Capital Advisory Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2022, closing a stake of 5,096 shares — an estimated $229K sold.

Rehmann Capital Advisory Group first reported a position in SRLN in Q1 2018 and held it in 9 quarters. The position peaked at $570K in Q3 2021. 540 funds tracked by Wall St. Rank hold SRLN as of Q2 2022.

Rehmann Capital Advisory Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 5,096 State Street Blackstone Senior Loan ETF shares in Q2 2022, an estimated $229K.
Rehmann Capital Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2018 and held it in 9 quarters.
Rehmann Capital Advisory Group's State Street Blackstone Senior Loan ETF position peaked at $570K in Q3 2021.
540 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.