SFS
SRLN icon

Sowell Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sowell Financial Services’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 		$272K Buy
6,740
+531
+9% +$21.4K 0.01% 920
2026
Q1 		$249K Buy
6,209
+886
+17% +$36K 0.01% 918
2025
Q4 		$220K Buy
+5,323
New +$220K 0.01% 984
2024
Q4 		– Sell
-11,577
Closed -$483K – 597
2024
Q3 		$483K Sell
11,577
-17,031
-60% -$709K 0.02% 444
2024
Q2 		$1.2M Buy
28,608
+9,044
+46% +$379K 0.06% 313
2024
Q1 		$824K Buy
19,564
+59
+0.3% +$2.47K 0.04% 381
2023
Q4 		$818K Buy
19,505
+918
+5% +$38.2K 0.04% 361
2023
Q3 		$779K Sell
18,587
-213
-1% -$8.9K 0.05% 342
2023
Q2 		$787K Buy
+18,800
New +$776K 0.04% 393
2022
Q1 		– Sell
-10,173
Closed -$464K – 472
2021
Q4 		$464K Buy
+10,173
New +$465K 0.03% 443
2021
Q2 		– Sell
-1,037
Closed -$48K – 2425
2021
Q1 		$48K Buy
1,037
+897
+641% +$41.2K ﹤0.01% 1675
2020
Q4 		$6K Sell
140
-149
-52% -$6.7K ﹤0.01% 2229
2020
Q3 		$13K Buy
289
+120
+71% +$5.32K ﹤0.01% 1735
2020
Q2 		$7K Sell
169
-571
-77% -$24.2K ﹤0.01% 1810
2020
Q1 		$30K Sell
740
-7,392
-91% -$330K ﹤0.01% 1247
2019
Q4 		$379K Sell
8,132
-6,606
-45% -$304K 0.03% 528
2019
Q3 		$683K Buy
+14,738
New +$680K 0.06% 329
2019
Q1 		$1.15M Sell
24,913
-1,189
-5% -$54.6K 0.13% 174
2018
Q4 		$1.17M Buy
+26,102
New +$1.21M 0.17% 139

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's SRLN Position: Q2 2026 in Review

Sowell Financial Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 8.6% in Q2 2026, buying an estimated $21.4K and bringing the position to 6,740 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #920.

Sowell Financial Services first reported a position in SRLN in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.2M in Q2 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Sowell Financial Services held 6,740 shares of State Street Blackstone Senior Loan ETF worth $272K as of Q2 2026.
  • Sowell Financial Services bought 531 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $21.4K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #920 holding.
  • Sowell Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 19 quarters since.
  • Sowell Financial Services's State Street Blackstone Senior Loan ETF position peaked at $1.2M in Q2 2024.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.