Sigma Planning Corp
SRLN icon

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
Q3 		$1.86M Buy
45,999
+3,021
+7% +$122K 0.05% 375
2026
Q2 		$1.73M Buy
42,978
+1,659
+4% +$67K 0.04% 404
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

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CNO Financial Group
CNO Financial Group Carmel, Indiana $170M AUM 5.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Sigma Planning Corp's SRLN Position: Q3 2026 in Review

Sigma Planning Corp increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 7% in Q3 2026, buying an estimated $122K and bringing the position to 45,999 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #375.

Sigma Planning Corp first reported a position in SRLN in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2025. 298 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Sigma Planning Corp held 45,999 shares of State Street Blackstone Senior Loan ETF worth $1.86M as of Q3 2026.
  • Sigma Planning Corp bought 3,021 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $122K.
  • State Street Blackstone Senior Loan ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #375 holding.
  • Sigma Planning Corp first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and has held it in 22 quarters since.
  • Sigma Planning Corp's State Street Blackstone Senior Loan ETF position peaked at $2.23M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.