SWP
SRLN icon

Significant Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-24,262
Closed -$1.02M – 146
2024
Q1 		$1.02M Buy
24,262
+11,503
+90% +$482K 0.67% 45
2023
Q4 		$535K Buy
+12,759
New +$531K 0.39% 73

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SIM
Symetra Investment Management Farmington, Connecticut $1.14B AUM 10.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Significant Wealth Partners's SRLN Position: Q2 2024 in Review

Significant Wealth Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2024, closing a stake of 24,262 shares — an estimated $1.02M sold.

Significant Wealth Partners first reported a position in SRLN in Q4 2023 and held it in 2 quarters. The position peaked at $1.02M in Q1 2024. 512 funds tracked by Wall St. Rank hold SRLN as of Q2 2024.

  • Significant Wealth Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 24,262 State Street Blackstone Senior Loan ETF shares in Q2 2024, an estimated $1.02M.
  • Significant Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $1.02M in Q1 2024.
  • 512 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.