Signet Financial Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Signet Financial 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
2022 Q1	–	Sell	-123	Closed	-$6K	–	1195
2021 Q4	$6K	Buy	+123	New	+$5.62K	﹤0.01%	1148
2018 Q4	–	Sell	-22	Closed	-$1K	–	743
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	949
2018 Q2	$1K	Buy	+22	New	+$1.04K	﹤0.01%	925

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signet Financial Management's SRLN Position: Q1 2022 in Review

Signet Financial Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2022, closing a stake of 123 shares — an estimated $6K sold.

Signet Financial Management first reported a position in SRLN in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 548 funds tracked by Wall St. Rank hold SRLN as of Q1 2022.

Signet Financial Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 123 State Street Blackstone Senior Loan ETF shares in Q1 2022, an estimated $6K.
Signet Financial Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2018 and held it in 3 quarters.
Signet Financial Management's State Street Blackstone Senior Loan ETF position peaked at $6K in Q4 2021.
548 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.