Spire Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
2,952
+221
| +8% | +$9.19K | ﹤0.01% | 907 |
|
|
2025
Q1 | $112K | Sell |
2,731
-3,253
| -54% | -$134K | ﹤0.01% | 992 |
|
|
2024
Q4 | $250K | Sell |
5,984
-655
| -10% | -$27.3K | 0.01% | 760 |
|
|
2024
Q3 | $277K | Sell |
6,639
-8,363
| -56% | -$349K | 0.01% | 654 |
|
|
2024
Q2 | $627K | Sell |
15,002
-19,016
| -56% | -$795K | 0.02% | 436 |
|
|
2024
Q1 | $1.43M | Buy |
34,018
+754
| +2% | +$31.8K | 0.03% | 296 |
|
|
2023
Q4 | $1.4M | Buy |
33,264
+522
| +2% | +$21.9K | 0.05% | 288 |
|
|
2023
Q3 | $1.37M | Buy |
32,742
+28,293
| +636% | +$1.19M | 0.05% | 269 |
|
|
2023
Q2 | $186K | Buy |
4,449
+394
| +10% | +$16.5K | 0.01% | 744 |
|
|
2023
Q1 | $168K | Sell |
4,055
-3,697
| -48% | -$153K | 0.01% | 786 |
|
|
2022
Q4 | $317K | Sell |
7,752
-3,076
| -28% | -$126K | 0.02% | 450 |
|
|
2022
Q3 | $443K | Buy |
10,828
+1,591
| +17% | +$65.1K | 0.03% | 350 |
|
|
2022
Q2 | $385K | Sell |
9,237
-7,233
| -44% | -$301K | 0.02% | 557 |
|
|
2022
Q1 | $740K | Buy |
16,470
+15,522
| +1,637% | +$697K | 0.02% | 466 |
|
|
2021
Q4 | $43K | Buy |
948
+140
| +17% | +$6.35K | ﹤0.01% | 1804 |
|
|
2021
Q3 | $37K | Buy |
808
+481
| +147% | +$22K | ﹤0.01% | 1601 |
|
|
2021
Q2 | $15K | Buy |
327
+279
| +581% | +$12.8K | ﹤0.01% | 1993 |
|
|
2021
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 2883 |
|