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RiverFront Investment Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

RiverFront Investment 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
2024
Q4 		– Sell
-6,263
Closed -$262K – 257
2024
Q3 		$262K Buy
6,263
+309
+5% +$12.9K 0.01% 188
2024
Q2 		$249K Sell
5,954
-349
-6% -$14.6K 0.01% 150
2024
Q1 		$265K Sell
6,303
-58,533
-90% -$2.45M 0.01% 113
2023
Q4 		$2.72M Buy
64,836
+1,384
+2% +$57.6K 0.09% 72
2023
Q3 		$2.66M Buy
63,452
+323
+0.5% +$13.5K 0.09% 69
2023
Q2 		$2.64M Sell
63,129
-2,343,515
-97% -$96.8M 0.09% 71
2023
Q1 		$99.8M Buy
2,406,644
+126,054
+6% +$5.24M 3.52% 8
2022
Q4 		$9.17M Sell
2,280,590
-176,235
-7% -$7.26M 2.08% 14
2022
Q3 		$101M Sell
2,456,825
-349,301
-12% -$14.8M 3.8% 7
2022
Q2 		$117M Buy
2,806,126
+1,318,559
+89% +$57.3M 4.39% 7
2022
Q1 		$66.9M Buy
+1,487,567
New +$67.2M 2.14% 14
2019
Q1 		– Sell
-483,975
Closed -$21.6M – 70
2018
Q4 		$21.6M Sell
483,975
-1,005,131
-67% -$46.7M 0.59% 37
2018
Q3 		$70.5M Sell
1,489,106
-14,436
-1% -$681K 1.67% 20
2018
Q2 		$70.6M Buy
1,503,542
+1,987
+0.1% +$93.9K 1.74% 18
2018
Q1 		$71.2M Sell
1,501,555
-62,717
-4% -$2.97M 1.66% 18
2017
Q4 		$73.8M Buy
1,564,272
+3,677
+0.2% +$174K 1.76% 20
2017
Q3 		$74M Buy
1,560,595
+14,517
+0.9% +$688K 1.8% 17
2017
Q2 		$73.3M Buy
1,546,078
+7,831
+0.5% +$372K 1.88% 18
2017
Q1 		$73.1M Buy
+1,538,247
New +$73M 1.98% 21

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

RiverFront Investment Group's SRLN Position: Q4 2024 in Review

RiverFront Investment Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2024, closing a stake of 6,263 shares — an estimated $262K sold.

RiverFront Investment Group first reported a position in SRLN in Q1 2017 and held it in 19 quarters. The position peaked at $117M in Q2 2022. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

  • RiverFront Investment Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • RiverFront Investment Group sold 6,263 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $262K.
  • RiverFront Investment Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and held it in 19 quarters.
  • RiverFront Investment Group's State Street Blackstone Senior Loan ETF position peaked at $117M in Q2 2022.
  • 528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on RiverFront Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.