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Stonebridge Financial Planning Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		$336K Buy
8,379
+728
+10% +$29.6K 0.12% 141
2025
Q4 		$316K Sell
7,651
-1,279
-14% -$52.8K 0.11% 145
2025
Q3 		$371K Buy
8,930
+1,555
+21% +$64.5K 0.14% 132
2025
Q2 		$307K Buy
7,375
+1,001
+16% +$41K 0.13% 143
2025
Q1 		$262K Sell
6,374
-1,465
-19% -$60.9K 0.12% 145
2024
Q4 		$327K Buy
7,839
+1,952
+33% +$81.7K 0.15% 133
2024
Q3 		$246K Sell
5,887
-2,405
-29% -$100K 0.12% 142
2024
Q2 		$347K Sell
8,292
-536
-6% -$22.4K 0.17% 125
2024
Q1 		$372K Sell
8,828
-596
-6% -$25K 0.2% 115
2023
Q4 		$395K Sell
9,424
-12,451
-57% -$519K 0.23% 106
2023
Q3 		$917K Sell
21,875
-8,139
-27% -$340K 0.59% 50
2023
Q2 		$1.26M Sell
30,014
-4,454
-13% -$184K 0.77% 42
2023
Q1 		$1.43M Sell
34,468
-15,117
-30% -$629K 0.92% 32
2022
Q4 		$2.03M Sell
49,585
-7,522
-13% -$310K 1.35% 21
2022
Q3 		$2.33M Sell
57,107
-4,089
-7% -$173K 1.63% 16
2022
Q2 		$2.55M Buy
61,196
+19,372
+46% +$842K 1.73% 17
2022
Q1 		$1.88M Buy
41,824
+7,883
+23% +$356K 1.05% 29
2021
Q4 		$1.54M Buy
33,941
+27,391
+418% +$1.25M 0.81% 36
2021
Q3 		$300K Buy
6,550
+875
+15% +$40.2K 0.15% 104
2021
Q2 		$262K Buy
5,675
+2,495
+78% +$115K 0.14% 103
2021
Q1 		$146K Buy
3,180
+2,580
+430% +$118K 0.09% 130
2020
Q4 		$27K Sell
600
-600
-50% -$27K 0.02% 248
2020
Q3 		$53K Sell
1,200
-1,000
-45% -$44.3K 0.04% 178
2020
Q2 		$96K Sell
2,200
-1,000
-31% -$42.4K 0.08% 130
2020
Q1 		$133K Sell
3,200
-2,600
-45% -$116K 0.13% 101
2019
Q4 		$270K Buy
+5,800
New +$267K 0.24% 72

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Stonebridge Financial Planning Group's SRLN Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 9.5% in Q1 2026, buying an estimated $29.6K and bringing the position to 8,379 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #141.

Stonebridge Financial Planning Group first reported a position in SRLN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.55M in Q2 2022. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Stonebridge Financial Planning Group held 8,379 shares of State Street Blackstone Senior Loan ETF worth $336K as of Q1 2026.
  • Stonebridge Financial Planning Group bought 728 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $29.6K.
  • State Street Blackstone Senior Loan ETF made up 0.12% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #141 holding.
  • Stonebridge Financial Planning Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's State Street Blackstone Senior Loan ETF position peaked at $2.55M in Q2 2022.
  • 485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.