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Steward Partners Investment Advisory’s State Street 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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.5M Buy
136,428
+14,177
+12% +$573K 0.03% 529
2026
Q1 		$4.91M Buy
122,251
+11,362
+10% +$461K 0.03% 521
2025
Q4 		$4.58M Sell
110,889
-3,005
-3% -$124K 0.03% 496
2025
Q3 		$4.74M Buy
113,894
+7,784
+7% +$323K 0.03% 484
2025
Q2 		$4.41M Buy
106,110
+4,080
+4% +$167K 0.03% 462
2025
Q1 		$4.2M Buy
102,030
+9,649
+10% +$401K 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% +$95.5K 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% +$307K 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% +$65.9K 0.05% 359
2023
Q2 		$3.02M Sell
72,153
-3,076
-4% -$127K 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% -$128K 0.05% 355
2022
Q3 		$3.1M Sell
75,729
-1,235
-2% -$52.3K 0.06% 326
2022
Q2 		$3.21M Sell
76,964
-961
-1% -$41.8K 0.06% 320
2022
Q1 		$3.5M Buy
77,925
+18,220
+31% +$823K 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% +$10.2K 0.05% 376
2021
Q2 		$2.73M Buy
59,064
+16,426
+39% +$755K 0.05% 372
2021
Q1 		$1.95M Sell
42,638
-15,643
-27% -$718K 0.03% 442
2020
Q4 		$2.66M Buy
58,281
+2,291
+4% +$103K 0.06% 315
2020
Q3 		$2.5M Sell
55,990
-20
-0% -$887 0.06% 286
2020
Q2 		$2.43M Buy
56,010
+1,148
+2% +$48.6K 0.07% 270
2020
Q1 		$2.19M Buy
54,862
+4,061
+8% +$181K 0.08% 242
2019
Q4 		$2.37M Buy
50,801
+877
+2% +$40.4K 0.07% 280
2019
Q3 		$2.31M Buy
49,924
+985
+2% +$45.4K 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% +$38.7K 0.09% 216
2018
Q4 		$2.13M Buy
47,585
+1,063
+2% +$49.4K 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% +$391K 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% +$467K 0.06% 271
2017
Q3 		$332K Buy
+7,013
New +$332K 0.03% 361

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

Steward Partners Investment Advisory's SRLN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 12% in Q2 2026, buying an estimated $573K and bringing the position to 136,428 shares worth $5.5M. The position accounts for 0.03% of the portfolio, ranked #529.

Steward Partners Investment Advisory first reported a position in SRLN in Q3 2017 and has held it in 36 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Steward Partners Investment Advisory held 136,428 shares of State Street Blackstone Senior Loan ETF worth $5.5M as of Q2 2026.
  • Steward Partners Investment Advisory bought 14,177 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $573K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #529 holding.
  • Steward Partners Investment Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and has held it in 36 quarters since.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.