Reilly Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Reilly Financial 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
2021 Q4	$5K	Buy	+108	New	+$4.94K	﹤0.01%	854

Other funds holding SRLN

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Reilly Financial Advisors's SRLN Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q4 2021: 108 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

467 funds tracked by Wall St. Rank hold SRLN as of Q4 2021.

Reilly Financial Advisors held 108 shares of State Street Blackstone Senior Loan ETF worth $5K as of Q4 2021.
State Street Blackstone Senior Loan ETF was a new Reilly Financial Advisors position in Q4 2021.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #854 holding.
467 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.