Root Financial Partners
SRLN icon

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
Q3 		$21 Buy
+1
New +$40 ﹤0.01% 3783
2026
Q2 		– Sell
-1,967
Closed -$78.9K – 2804
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

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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Donoghue Forlines
Donoghue Forlines Boston, Massachusetts $396M AUM 83.27% 1-Year Est. Return

Root Financial Partners's SRLN Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2026: 1 share worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3783 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SRLN as recently as Q1 2026.

Root Financial Partners first reported a position in SRLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $78.9K in Q1 2026. 269 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Root Financial Partners held 1 share of State Street Blackstone Senior Loan ETF worth $21 as of Q3 2026.
  • State Street Blackstone Senior Loan ETF was a new Root Financial Partners position in Q3 2026.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3783 holding.
  • Root Financial Partners first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's State Street Blackstone Senior Loan ETF position peaked at $78.9K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.