Sagace Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sagace Wealth 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	$1.21M	Buy	30,008 +156	+0.5%	+$6.3K	0.76%	41
2026 Q1	$1.2M	Sell	29,852 -14,895	-33%	-$605K	0.8%	41
2025 Q4	$1.85M	Buy	44,747 +543	+1%	+$22.4K	1.25%	32
2025 Q3	$1.84M	Sell	44,204 -101,835	-70%	-$4.23M	1.25%	32
2025 Q2	$6.07M	Sell	146,039 -56,922	-28%	-$2.33M	4.54%	4
2025 Q1	$8.35M	Sell	202,961 -2,002	-1%	-$83.3K	6.3%	3
2024 Q4	$8.55M	Buy	204,963 +150,125	+274%	+$6.28M	6.39%	3
2024 Q3	$2.3M	Buy	54,838 +5,062	+10%	+$211K	1.77%	19
2024 Q2	$2.08M	Buy	+49,776	New	+$2.08M	2.03%	18

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sagace Wealth Management's SRLN Position: Q2 2026 in Review

Sagace Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.52% in Q2 2026, buying an estimated $6.3K and bringing the position to 30,008 shares worth $1.21M. The position accounts for 0.76% of the portfolio, ranked #41.

Sagace Wealth Management first reported a position in SRLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.55M in Q4 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Sagace Wealth Management held 30,008 shares of State Street Blackstone Senior Loan ETF worth $1.21M as of Q2 2026.
Sagace Wealth Management bought 156 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $6.3K.
State Street Blackstone Senior Loan ETF made up 0.76% of Sagace Wealth Management's portfolio in Q2 2026, its #41 holding.
Sagace Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $8.55M in Q4 2024.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.