Steward Partners Investment Advisory’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Steward Partners Investment Advisory’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.41M	Buy	106,110 +4,080	+4%	+$170K	0.03%	462
2025 Q1	$4.2M	Buy	102,030 +9,649	+10%	+$397K	0.04%	448
2024 Q4	$3.86M	Buy	92,381 +3,203	+4%	+$134K	0.03%	449
2024 Q3	$3.72M	Buy	89,178 +2,294	+3%	+$95.8K	0.03%	449
2024 Q2	$3.63M	Buy	86,884 +2,461	+3%	+$103K	0.04%	415
2024 Q1	$3.56M	Buy	84,423 +7,319	+9%	+$308K	0.04%	410
2023 Q4	$3.23M	Buy	77,104 +3,374	+5%	+$141K	0.04%	378
2023 Q3	$3.09M	Buy	73,730 +1,577	+2%	+$66.1K	0.05%	359
2023 Q2	$3.02M	Sell	72,153 -3,076	-4%	-$129K	0.05%	368
2023 Q1	$3.12M	Buy	75,229 +2,603	+4%	+$108K	0.05%	356
2022 Q4	$2.97M	Sell	72,626 -3,103	-4%	-$127K	0.05%	355
2022 Q3	$3.1M	Sell	75,729 -1,235	-2%	-$50.5K	0.06%	326
2022 Q2	$3.21M	Sell	76,964 -961	-1%	-$40K	0.06%	320
2022 Q1	$3.5M	Buy	77,925 +18,220	+31%	+$819K	0.05%	334
2021 Q4	$2.72M	Buy	59,705 +418	+0.7%	+$19.1K	0.04%	403
2021 Q3	$2.73M	Buy	59,287 +223	+0.4%	+$10.3K	0.05%	376
2021 Q2	$2.73M	Buy	59,064 +16,426	+39%	+$760K	0.05%	372
2021 Q1	$1.95M	Sell	42,638 -15,643	-27%	-$716K	0.03%	442
2020 Q4	$2.66M	Buy	58,281 +2,291	+4%	+$105K	0.06%	315
2020 Q3	$2.5M	Sell	55,990 -20	-0%	-$894	0.06%	286
2020 Q2	$2.43M	Buy	56,010 +1,148	+2%	+$49.8K	0.07%	270
2020 Q1	$2.2M	Buy	54,862 +4,061	+8%	+$162K	0.08%	242
2019 Q4	$2.37M	Buy	50,801 +877	+2%	+$40.8K	0.07%	280
2019 Q3	$2.31M	Buy	49,924 +985	+2%	+$45.6K	0.08%	258
2019 Q2	$2.26M	Buy	48,939 +512	+1%	+$23.7K	0.08%	242
2019 Q1	$2.23M	Buy	48,427 +842	+2%	+$38.8K	0.09%	216
2018 Q4	$2.13M	Buy	47,585 +1,063	+2%	+$47.5K	0.1%	212
2018 Q3	$2.2M	Buy	46,522 +2,393	+5%	+$113K	0.11%	207
2018 Q2	$2.07M	Buy	44,129 +8,276	+23%	+$389K	0.12%	187
2018 Q1	$1.7M	Buy	35,853 +18,968	+112%	+$899K	0.12%	195
2017 Q4	$796K	Buy	16,885 +9,872	+141%	+$465K	0.06%	271
2017 Q3	$332K	Buy	+7,013	New	+$332K	0.03%	361