Smart Money Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Smart Money Group’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
2023 Q1	–	Sell	-67,111	Closed	-$2.75M	–	55
2022 Q4	$2.75M	Sell	67,111 -1,809	-3%	-$74.5K	1.43%	18
2022 Q3	$2.82M	Sell	68,920 -3,086	-4%	-$131K	1.92%	14
2022 Q2	$3M	Buy	72,006 +2,262	+3%	+$98.3K	2.08%	13
2022 Q1	$3.14M	Buy	69,744 +29,894	+75%	+$1.35M	2.11%	13
2021 Q4	$1.82M	Buy	39,850 +17,234	+76%	+$788K	1.16%	24
2021 Q3	$1.04M	Buy	+22,616	New	+$1.04M	0.76%	33
2021 Q2	–	Sell	-16,154	Closed	-$739K	–	65
2021 Q1	$739K	Buy	+16,154	New	+$741K	0.62%	38

Other funds holding SRLN

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Smart Money Group's SRLN Position: Q1 2023 in Review

Smart Money Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2023, closing a stake of 67,111 shares — an estimated $2.75M sold.

Smart Money Group first reported a position in SRLN in Q1 2021 and held it in 7 quarters. The position peaked at $3.14M in Q1 2022. 482 funds tracked by Wall St. Rank hold SRLN as of Q1 2023.

Smart Money Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
Smart Money Group sold 67,111 State Street Blackstone Senior Loan ETF shares in Q1 2023, an estimated $2.75M.
Smart Money Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and held it in 7 quarters.
Smart Money Group's State Street Blackstone Senior Loan ETF position peaked at $3.14M in Q1 2022.
482 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2023.

Based on Smart Money Group's 13F filing for Q1 2023, filed 8 May 2023.