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Sigma Planning Corp’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sigma Planning Corp’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
Q1 		$1.66M Sell
41,319
-12,737
-24% -$517K 0.05% 390
2025
Q4 		$2.23M Buy
54,056
+3,732
+7% +$154K 0.06% 308
2025
Q3 		$2.09M Buy
50,324
+1,797
+4% +$74.6K 0.06% 314
2025
Q2 		$2.02M Buy
48,527
+2,508
+5% +$103K 0.06% 303
2025
Q1 		$1.89M Buy
46,019
+1,184
+3% +$49.2K 0.06% 300
2024
Q4 		$1.87M Buy
44,835
+3,728
+9% +$156K 0.06% 300
2024
Q3 		$1.72M Sell
41,107
-6,822
-14% -$284K 0.05% 334
2024
Q2 		$2M Buy
47,929
+5,048
+12% +$211K 0.06% 294
2024
Q1 		$1.81M Buy
42,881
+29,420
+219% +$1.23M 0.06% 338
2023
Q4 		$564K Sell
13,461
-17,139
-56% -$714K 0.04% 421
2023
Q3 		$1.28M Buy
30,600
+2,902
+10% +$121K 0.05% 383
2023
Q2 		$1.16M Sell
27,698
-617
-2% -$25.5K 0.04% 413
2023
Q1 		$1.17M Sell
28,315
-4,264
-13% -$177K 0.04% 437
2022
Q4 		$1.33M Sell
32,579
-3,207
-9% -$132K 0.05% 389
2022
Q3 		$1.46M Buy
35,786
+3,167
+10% +$134K 0.06% 334
2022
Q2 		$1.36M Buy
32,619
+3,384
+12% +$147K 0.05% 366
2022
Q1 		$1.31M Buy
29,235
+13,743
+89% +$621K 0.04% 436
2021
Q4 		$707K Buy
15,492
+4,895
+46% +$224K 0.02% 684
2021
Q3 		$488K Buy
10,597
+1,432
+16% +$65.7K 0.01% 831
2021
Q2 		$424K Buy
+9,165
New +$421K 0.01% 907

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Sigma Planning Corp's SRLN Position: Q1 2026 in Review

Sigma Planning Corp reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 24% in Q1 2026, selling an estimated $517K and leaving 41,319 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #390.

Sigma Planning Corp first reported a position in SRLN in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.23M in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Sigma Planning Corp held 41,319 shares of State Street Blackstone Senior Loan ETF worth $1.66M as of Q1 2026.
  • Sigma Planning Corp sold 12,737 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $517K.
  • State Street Blackstone Senior Loan ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #390 holding.
  • Sigma Planning Corp first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's State Street Blackstone Senior Loan ETF position peaked at $2.23M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.