Stifel Financial
SRLN icon

Stifel Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Stifel Financial’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 		$18.1M Buy
448,972
+14,378
+3% +$581K 0.02% 728
2026
Q1 		$17.4M Sell
434,594
-130,886
-23% -$5.31M 0.02% 689
2025
Q4 		$23.3M Buy
565,480
+33,228
+6% +$1.37M 0.02% 578
2025
Q3 		$22.1M Sell
532,252
-28,144
-5% -$1.17M 0.02% 588
2025
Q2 		$23.3M Buy
560,396
+55,272
+11% +$2.26M 0.02% 535
2025
Q1 		$20.8M Buy
505,124
+1,134
+0.2% +$47.2K 0.02% 543
2024
Q4 		$21M Buy
503,990
+1,214
+0.2% +$50.8K 0.02% 558
2024
Q3 		$21M Sell
502,776
-17,066
-3% -$710K 0.02% 559
2024
Q2 		$21.7M Buy
519,842
+62,310
+14% +$2.61M 0.02% 514
2024
Q1 		$19.3M Buy
457,532
+96,616
+27% +$4.05M 0.02% 566
2023
Q4 		$15.1M Sell
360,916
-12,862
-3% -$536K 0.02% 619
2023
Q3 		$15.7M Sell
373,778
-56,046
-13% -$2.34M 0.02% 557
2023
Q2 		$18M Sell
429,824
-70,991
-14% -$2.93M 0.02% 513
2023
Q1 		$20.8M Buy
500,815
+3,986
+0.8% +$166K 0.03% 447
2022
Q4 		$20.3M Sell
496,829
-228,600
-32% -$9.41M 0.03% 444
2022
Q3 		$29.6M Sell
725,429
-15,913
-2% -$674K 0.05% 323
2022
Q2 		$30.9M Buy
741,342
+96,335
+15% +$4.19M 0.05% 325
2022
Q1 		$29M Buy
645,007
+164,292
+34% +$7.42M 0.04% 382
2021
Q4 		$21.9M Buy
480,715
+125,522
+35% +$5.74M 0.03% 476
2021
Q3 		$16.3M Buy
355,193
+99,565
+39% +$4.57M 0.02% 538
2021
Q2 		$11.8M Buy
255,628
+14,964
+6% +$688K 0.02% 648
2021
Q1 		$11M Buy
240,664
+97,856
+69% +$4.49M 0.02% 626
2020
Q4 		$6.52M Sell
142,808
-10,120
-7% -$455K 0.01% 762
2020
Q3 		$6.84M Buy
152,928
+64,176
+72% +$2.85M 0.01% 660
2020
Q2 		$3.85M Buy
88,752
+32,796
+59% +$1.39M 0.01% 833
2020
Q1 		$2.24M Sell
55,956
-59,636
-52% -$2.66M 0.01% 993
2019
Q4 		$5.39M Buy
115,592
+34,493
+43% +$1.59M 0.01% 853
2019
Q3 		$3.77M Sell
81,099
-52,650
-39% -$2.43M 0.01% 962
2019
Q2 		$6.19M Buy
133,749
+222
+0.2% +$10.3K 0.02% 768
2019
Q1 		$6.15M Sell
133,527
-2,322
-2% -$107K 0.02% 717
2018
Q4 		$6.08M Sell
135,849
-215,982
-61% -$10M 0.02% 682
2018
Q3 		$16.6M Buy
351,831
+7,312
+2% +$345K 0.05% 353
2018
Q2 		$16.2M Buy
344,519
+86,836
+34% +$4.1M 0.05% 375
2018
Q1 		$12.2M Buy
257,683
+28,718
+13% +$1.36M 0.04% 458
2017
Q4 		$10.8M Buy
228,965
+11,334
+5% +$536K 0.03% 499
2017
Q3 		$10.3M Sell
217,631
-356
-0.2% -$16.9K 0.04% 493
2017
Q2 		$10.3M Sell
217,987
-8,408
-4% -$399K 0.04% 465
2017
Q1 		$10.8M Buy
226,395
+122,265
+117% +$5.81M 0.04% 438
2016
Q4 		$4.94M Buy
104,130
+3,069
+3% +$145K 0.02% 667
2016
Q3 		$4.77M Buy
101,061
+3,595
+4% +$169K 0.02% 655
2016
Q2 		$4.56M Buy
97,466
+151
+0.2% +$7.06K 0.02% 641
2016
Q1 		$4.52M Buy
97,315
+11,109
+13% +$510K 0.02% 580
2015
Q4 		$3.98M Sell
86,206
-1,819
-2% -$85.5K 0.02% 662
2015
Q3 		$4.2M Buy
88,025
+2,430
+3% +$118K 0.02% 580
2015
Q2 		$4.21M Buy
85,595
+17,107
+25% +$845K 0.02% 650
2015
Q1 		$3.37M Buy
68,488
+7,456
+12% +$365K 0.02% 737
2014
Q4 		$2.98M Buy
61,032
+3,390
+6% +$166K 0.02% 753
2014
Q3 		$2.83M Buy
57,642
+5,015
+10% +$249K 0.02% 658
2014
Q2 		$2.63M Buy
52,627
+4,859
+10% +$242K 0.02% 664
2014
Q1 		$2.39M Buy
+47,768
New +$2.39M 0.02% 691

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

Stifel Financial's SRLN Position: Q2 2026 in Review

Stifel Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.3% in Q2 2026, buying an estimated $581K and bringing the position to 448,972 shares worth $18.1M. The position accounts for 0.02% of the portfolio, ranked #728.

Stifel Financial first reported a position in SRLN in Q1 2014 and has held it in 50 quarters since. The position peaked at $30.9M in Q2 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Stifel Financial held 448,972 shares of State Street Blackstone Senior Loan ETF worth $18.1M as of Q2 2026.
  • Stifel Financial bought 14,378 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $581K.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #728 holding.
  • Stifel Financial first reported a position in State Street Blackstone Senior Loan ETF in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's State Street Blackstone Senior Loan ETF position peaked at $30.9M in Q2 2022.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.