Smartleaf Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Smartleaf Asset 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
2026 Q1	$3.02M	Buy	75,576 +28,962	+62%	+$1.18M	0.11%	166
2025 Q4	$1.92M	Buy	46,614 +30,002	+181%	+$1.24M	0.07%	240
2025 Q3	$691K	Buy	16,612 +12,052	+264%	+$500K	0.04%	411
2025 Q2	$190K	Buy	4,560 +3,549	+351%	+$145K	0.02%	597
2025 Q1	$41.6K	Buy	1,011 +647	+178%	+$26.9K	﹤0.01%	1247
2024 Q4	$15.2K	Buy	364 +207	+132%	+$8.66K	﹤0.01%	1800
2024 Q3	$6.55K	Sell	157 -44	-22%	-$1.83K	﹤0.01%	1996
2024 Q2	$8.4K	Buy	201 +9	+5%	+$377	﹤0.01%	1500
2024 Q1	$8.07K	Sell	192 -58	-23%	-$2.43K	﹤0.01%	1074
2023 Q4	$10.5K	Buy	+250	New	+$10.4K	﹤0.01%	764

Other funds holding SRLN

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Smartleaf Asset Management's SRLN Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 62% in Q1 2026, buying an estimated $1.18M and bringing the position to 75,576 shares worth $3.02M. The position accounts for 0.11% of the portfolio, ranked #166.

Smartleaf Asset Management first reported a position in SRLN in Q4 2023 and has held it in 10 quarters since. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Smartleaf Asset Management held 75,576 shares of State Street Blackstone Senior Loan ETF worth $3.02M as of Q1 2026.
Smartleaf Asset Management bought 28,962 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $1.18M.
State Street Blackstone Senior Loan ETF made up 0.11% of Smartleaf Asset Management's portfolio in Q1 2026, its #166 holding.
Smartleaf Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 10 quarters since.
485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.