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

Sachetta’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	$1.22M	Buy	30,393 +3,331	+12%	+$135K	0.6%	32
2026 Q1	$1.09M	Buy	27,062 +563	+2%	+$22.9K	0.59%	32
2025 Q4	$1.09M	Buy	26,499 +1,628	+7%	+$67.2K	0.6%	32
2025 Q3	$1.03M	Sell	24,871 -333	-1%	-$13.8K	0.39%	53
2025 Q2	$1.05M	Sell	25,204 -775	-3%	-$31.7K	0.41%	47
2025 Q1	$1.07M	Buy	25,979 +2,041	+9%	+$84.9K	0.44%	51
2024 Q4	$999K	Buy	23,938 +1,426	+6%	+$59.7K	0.39%	56
2024 Q3	$940K	Buy	22,512 +1,728	+8%	+$71.9K	0.37%	61
2024 Q2	$867K	Buy	20,784 +4,710	+29%	+$197K	0.38%	60
2024 Q1	$674K	Hold	16,074	–	–	0.32%	64
2023 Q4	$674K	Buy	+16,074	New	+$669K	0.32%	64

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

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Sachetta's SRLN Position: Q2 2026 in Review

Sachetta increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 12% in Q2 2026, buying an estimated $135K and bringing the position to 30,393 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #32.

Sachetta first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. 82 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Sachetta held 30,393 shares of State Street Blackstone Senior Loan ETF worth $1.22M as of Q2 2026.
Sachetta bought 3,331 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $135K.
State Street Blackstone Senior Loan ETF made up 0.6% of Sachetta's portfolio in Q2 2026, its #32 holding.
Sachetta first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
82 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.