Ridgewood Investments’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-800	Closed	-$33.3K	–	617
2025 Q2	$33.3K	Hold	800	–	–	0.01%	385
2025 Q1	$32.9K	Hold	800	–	–	0.02%	372
2024 Q4	$33.4K	Hold	800	–	–	0.02%	371
2024 Q3	$33.4K	Hold	800	–	–	0.02%	368
2024 Q2	$33.4K	Buy	+800	New	+$33.5K	0.02%	375
2023 Q3	–	Sell	-800	Closed	-$33.5K	–	676
2023 Q2	$33.5K	Hold	800	–	–	0.02%	384
2023 Q1	$33.2K	Buy	+800	New	+$33.3K	0.02%	399

Other funds holding SRLN

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

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

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

Corebridge Financial Houston, Texas $4.25M AUM 33.15% 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 $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ridgewood Investments's SRLN Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2025, closing a stake of 800 shares — an estimated $33.3K sold.

Ridgewood Investments first reported a position in SRLN in Q1 2023 and held it in 7 quarters. The position peaked at $33.5K in Q2 2023. 500 funds tracked by Wall St. Rank hold SRLN as of Q3 2025.

Ridgewood Investments reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 800 State Street Blackstone Senior Loan ETF shares in Q3 2025, an estimated $33.3K.
Ridgewood Investments first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's State Street Blackstone Senior Loan ETF position peaked at $33.5K in Q2 2023.
500 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.