SW
Simplicity Wealth’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
125,255
+24,205
| +24% | +$1.01M | 0.22% | 107 |
|
|
2025
Q1 | $4.16M | Buy |
101,050
+57,367
| +131% | +$2.36M | 0.32% | 70 |
|
|
2024
Q4 | $1.82M | Sell |
43,683
-12,053
| -22% | -$503K | 0.38% | 46 |
|
|
2024
Q3 | $2.33M | Buy |
55,736
+42,446
| +319% | +$1.77M | 0.22% | 99 |
|
|
2024
Q2 | $556K | Buy |
13,290
+2,898
| +28% | +$121K | 0.01% | 711 |
|
|
2024
Q1 | $438K | Buy |
10,392
+3,539
| +52% | +$149K | 0.01% | 788 |
|
|
2023
Q4 | $287K | Buy |
+6,853
| New | +$287K | 0.11% | 143 |
|