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Root Financial Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Root Financial Partners’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
2026
Q1 		$78.9K Buy
1,967
+1,961
+32,683% +$79.6K ﹤0.01% 671
2025
Q4 		$267 Hold
6
– – ﹤0.01% 2274
2025
Q3 		$262 Buy
+6
New +$249 ﹤0.01% 2195

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Root Financial Partners's SRLN Position: Q1 2026 in Review

Root Financial Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 32,683% in Q1 2026, buying an estimated $79.6K and bringing the position to 1,967 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Root Financial Partners first reported a position in SRLN in Q3 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Root Financial Partners held 1,967 shares of State Street Blackstone Senior Loan ETF worth $78.9K as of Q1 2026.
  • Root Financial Partners bought 1,961 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $79.6K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #671 holding.
  • Root Financial Partners first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.