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

Spire Wealth 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
Q2 		$614K Sell
15,230
-787
-5% -$31.8K 0.02% 505
2026
Q1 		$643K Buy
16,017
+3,130
+24% +$127K 0.02% 481
2025
Q4 		$532K Buy
12,887
+9,735
+309% +$402K 0.02% 531
2025
Q3 		$131K Buy
3,152
+200
+7% +$8.3K ﹤0.01% 911
2025
Q2 		$123K Buy
2,952
+221
+8% +$9.04K ﹤0.01% 907
2025
Q1 		$112K Sell
2,731
-3,253
-54% -$135K ﹤0.01% 992
2024
Q4 		$250K Sell
5,984
-655
-10% -$27.4K 0.01% 760
2024
Q3 		$277K Sell
6,639
-8,363
-56% -$348K 0.01% 654
2024
Q2 		$627K Sell
15,002
-19,016
-56% -$796K 0.02% 436
2024
Q1 		$1.43M Buy
34,018
+754
+2% +$31.6K 0.03% 296
2023
Q4 		$1.4M Buy
33,264
+522
+2% +$21.7K 0.05% 288
2023
Q3 		$1.37M Buy
32,742
+28,293
+636% +$1.18M 0.05% 269
2023
Q2 		$186K Buy
4,449
+394
+10% +$16.3K 0.01% 744
2023
Q1 		$168K Sell
4,055
-3,697
-48% -$154K 0.01% 786
2022
Q4 		$317K Sell
7,752
-3,076
-28% -$127K 0.02% 450
2022
Q3 		$443K Buy
10,828
+1,591
+17% +$67.4K 0.03% 350
2022
Q2 		$385K Sell
9,237
-7,233
-44% -$314K 0.02% 557
2022
Q1 		$740K Buy
16,470
+15,522
+1,637% +$701K 0.02% 466
2021
Q4 		$43K Buy
948
+140
+17% +$6.4K ﹤0.01% 1804
2021
Q3 		$37K Buy
808
+481
+147% +$22.1K ﹤0.01% 1601
2021
Q2 		$15K Buy
327
+279
+581% +$12.8K ﹤0.01% 1993
2021
Q1 		$2K Buy
+48
New +$2.2K ﹤0.01% 2883

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

Spire Wealth Management's SRLN Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.9% in Q2 2026, selling an estimated $31.8K and leaving 15,230 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #505.

Spire Wealth Management first reported a position in SRLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.43M in Q1 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Spire Wealth Management held 15,230 shares of State Street Blackstone Senior Loan ETF worth $614K as of Q2 2026.
  • Spire Wealth Management sold 787 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $31.8K.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Spire Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.43M in Q1 2024.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.