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Sterling Investment Counsel’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sterling Investment Counsel’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 		$248K Hold
6,160
– – 0.06% 175
2026
Q1 		$247K Buy
+6,160
New +$250K 0.07% 173
2025
Q3 		– Sell
-6,155
Closed -$256K – 174
2025
Q2 		$256K Buy
+6,155
New +$252K 0.15% 117

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sterling Investment Counsel's SRLN Position: Q2 2026 in Review

Sterling Investment Counsel held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 6,160 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #175.

Sterling Investment Counsel first reported a position in SRLN in Q2 2025 and has held it in 3 quarters since. The position peaked at $256K in Q2 2025. 205 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Sterling Investment Counsel held 6,160 shares of State Street Blackstone Senior Loan ETF worth $248K as of Q2 2026.
  • Sterling Investment Counsel left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
  • State Street Blackstone Senior Loan ETF made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #175 holding.
  • Sterling Investment Counsel first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 3 quarters since.
  • Sterling Investment Counsel's State Street Blackstone Senior Loan ETF position peaked at $256K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.