SageView Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

SageView Advisory Group’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	$563K	Buy	13,979 +1,187	+9%	+$47.9K	0.02%	346
2026 Q1	$513K	Buy	12,792 +91	+0.7%	+$3.69K	0.02%	348
2025 Q4	$524K	Buy	12,701 +1,359	+12%	+$56.1K	0.02%	354
2025 Q3	$472K	Buy	11,342 +330	+3%	+$13.7K	0.02%	396
2025 Q2	$458K	Buy	11,012 +650	+6%	+$26.6K	0.02%	392
2025 Q1	$426K	Sell	10,362 -370	-3%	-$15.4K	0.02%	377
2024 Q4	$448K	Buy	10,732 +2,707	+34%	+$113K	0.02%	364
2024 Q3	$335K	Buy	+8,025	New	+$334K	0.02%	362
2024 Q2	–	Hold	0	–	–	–	402

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SageView Advisory Group's SRLN Position: Q2 2026 in Review

SageView Advisory Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.3% in Q2 2026, buying an estimated $47.9K and bringing the position to 13,979 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #346.

SageView Advisory Group first reported a position in SRLN in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

SageView Advisory Group held 13,979 shares of State Street Blackstone Senior Loan ETF worth $563K as of Q2 2026.
SageView Advisory Group bought 1,187 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $47.9K.
State Street Blackstone Senior Loan ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #346 holding.
SageView Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.