SAM
SRLN icon

Secure Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Secure Asset 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 		$15.3M Buy
379,830
+23,731
+7% +$958K 2.14% 7
2026
Q1 		$14.3M Buy
356,099
+41,171
+13% +$1.67M 2.26% 7
2025
Q4 		$13M Buy
314,928
+18,176
+6% +$750K 2.03% 7
2025
Q3 		$12.3M Buy
296,752
+38,465
+15% +$1.6M 2.02% 7
2025
Q2 		$10.7M Sell
258,287
-57,094
-18% -$2.34M 1.98% 7
2025
Q1 		$13M Buy
315,381
+82,626
+35% +$3.44M 2.6% 5
2024
Q4 		$9.71M Buy
232,755
+50,635
+28% +$2.12M 1.47% 9
2024
Q3 		$7.61M Sell
182,120
-48,612
-21% -$2.02M 1.28% 12
2024
Q2 		$9.64M Buy
230,732
+17,419
+8% +$729K 1.82% 8
2024
Q1 		$8.98M Buy
213,313
+27,638
+15% +$1.16M 2.11% 8
2023
Q4 		$7.79M Buy
185,675
+83,509
+82% +$3.48M 2.09% 7
2023
Q3 		$4.28M Sell
102,166
-125,567
-55% -$5.25M 1.28% 11
2023
Q2 		$9.54M Buy
227,733
+182,986
+409% +$7.56M 2.9% 5
2023
Q1 		$1.86M Buy
44,747
+2,707
+6% +$113K 0.62% 42
2022
Q4 		$1.72M Buy
42,040
+24,928
+146% +$1.03M 0.62% 43
2022
Q3 		$699K Buy
17,112
+2,882
+20% +$122K 0.39% 51
2022
Q2 		$593K Buy
14,230
+2,782
+24% +$121K 0.33% 64
2022
Q1 		$515K Sell
11,448
-911
-7% -$41.2K 0.23% 90
2021
Q4 		$564K Buy
12,359
+1,744
+16% +$79.7K 0.23% 78
2021
Q3 		$489K Buy
10,615
+11
+0.1% +$505 0.24% 73
2021
Q2 		$491K Buy
10,604
+1,347
+15% +$61.9K 0.25% 79
2021
Q1 		$423K Buy
9,257
+1,191
+15% +$54.7K 0.24% 96
2020
Q4 		$368K Buy
+8,066
New +$363K 0.22% 97

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Secure Asset Management's SRLN Position: Q2 2026 in Review

Secure Asset Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.7% in Q2 2026, buying an estimated $958K and bringing the position to 379,830 shares worth $15.3M. The position accounts for 2.14% of the portfolio, ranked #7.

Secure Asset Management first reported a position in SRLN in Q4 2020 and has held it in 23 quarters since. 205 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Secure Asset Management held 379,830 shares of State Street Blackstone Senior Loan ETF worth $15.3M as of Q2 2026.
  • Secure Asset Management bought 23,731 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $958K.
  • State Street Blackstone Senior Loan ETF made up 2.14% of Secure Asset Management's portfolio in Q2 2026, its #7 holding.
  • Secure Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and has held it in 23 quarters since.
  • 205 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.