Royal Fund Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Royal Fund Management’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 Q2	$296K	Sell	7,353 -4,308	-37%	-$174K	0.02%	252
2026 Q1	$468K	Buy	11,661 +625	+6%	+$25.4K	0.04%	217
2025 Q4	$455K	Buy	+11,036	New	+$456K	0.04%	218
2023 Q3	–	Sell	-8,171	Closed	-$342K	–	308
2023 Q2	$342K	Buy	+8,171	New	+$337K	0.04%	228
2017 Q3	–	Sell	-29	Closed	-$1K	–	515
2017 Q2	$1K	Buy	+29	New	+$1.38K	﹤0.01%	421
2017 Q1	–	Sell	-148	Closed	-$7K	–	467
2016 Q4	$7K	Buy	+148	New	+$7K	﹤0.01%	280

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Royal Fund Management's SRLN Position: Q2 2026 in Review

Royal Fund Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 37% in Q2 2026, selling an estimated $174K and leaving 7,353 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #252.

Royal Fund Management first reported a position in SRLN in Q4 2016 and has held it in 6 quarters since. The position peaked at $468K in Q1 2026. 134 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Royal Fund Management held 7,353 shares of State Street Blackstone Senior Loan ETF worth $296K as of Q2 2026.
Royal Fund Management sold 4,308 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $174K.
State Street Blackstone Senior Loan ETF made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #252 holding.
Royal Fund Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and has held it in 6 quarters since.
Royal Fund Management's State Street Blackstone Senior Loan ETF position peaked at $468K in Q1 2026.
134 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.