Samalin Investment Counsel’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Samalin Investment Counsel’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	$434K	Buy	10,774 +700	+7%	+$28.3K	0.14%	188
2026 Q1	$404K	Sell	10,074 -4,187	-29%	-$170K	0.14%	200
2025 Q4	$589K	Buy	14,261 +465	+3%	+$19.2K	0.21%	146
2025 Q3	$574K	Buy	13,796 +226	+2%	+$9.38K	0.2%	157
2025 Q2	$564K	Sell	13,570 -3,142	-19%	-$129K	0.22%	147
2025 Q1	$687K	Buy	+16,712	New	+$695K	0.28%	106

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

Samalin Investment Counsel's SRLN Position: Q2 2026 in Review

Samalin Investment Counsel increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.9% in Q2 2026, buying an estimated $28.3K and bringing the position to 10,774 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #188.

Samalin Investment Counsel first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $687K in Q1 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Samalin Investment Counsel held 10,774 shares of State Street Blackstone Senior Loan ETF worth $434K as of Q2 2026.
Samalin Investment Counsel bought 700 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $28.3K.
State Street Blackstone Senior Loan ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #188 holding.
Samalin Investment Counsel first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
Samalin Investment Counsel's State Street Blackstone Senior Loan ETF position peaked at $687K in Q1 2025.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.