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

Simplicity Wealth’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 Q2	$6.42M	Buy	159,229 +101,001	+173%	+$4.08M	0.22%	108
2026 Q1	$2.34M	Sell	58,228 -544	-0.9%	-$22.1K	0.13%	159
2025 Q4	$2.43M	Sell	58,772 -80,685	-58%	-$3.33M	0.14%	153
2025 Q3	$5.8M	Buy	139,457 +14,202	+11%	+$589K	0.34%	63
2025 Q2	$5.21M	Buy	125,255 +24,205	+24%	+$990K	0.22%	107
2025 Q1	$4.16M	Buy	101,050 +57,367	+131%	+$2.39M	0.32%	70
2024 Q4	$1.82M	Sell	43,683 -12,053	-22%	-$504K	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%	+$148K	0.01%	788
2023 Q4	$287K	Buy	+6,853	New	+$285K	0.11%	143

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Wealth's SRLN Position: Q2 2026 in Review

Simplicity Wealth increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 173% in Q2 2026, buying an estimated $4.08M and bringing the position to 159,229 shares worth $6.42M. The position accounts for 0.22% of the portfolio, ranked #108.

Simplicity Wealth first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Simplicity Wealth held 159,229 shares of State Street Blackstone Senior Loan ETF worth $6.42M as of Q2 2026.
Simplicity Wealth bought 101,001 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $4.08M.
State Street Blackstone Senior Loan ETF made up 0.22% of Simplicity Wealth's portfolio in Q2 2026, its #108 holding.
Simplicity Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.