Strategic Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Strategic Investment Advisors’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	$135K	Buy	3,354 +402	+14%	+$16.2K	0.01%	358
2026 Q1	$118K	Buy	+2,952	New	+$120K	0.01%	361
2023 Q1	–	Sell	-6,209	Closed	-$254K	–	249
2022 Q4	$254K	Buy	+6,209	New	+$256K	0.05%	203
2022 Q3	–	Sell	-6,739	Closed	-$281K	–	207
2022 Q2	$281K	Sell	6,739 -192	-3%	-$8.35K	0.06%	179
2022 Q1	$312K	Buy	+6,931	New	+$313K	0.06%	178
2021 Q2	–	Sell	-8,219	Closed	-$376K	–	208
2021 Q1	$376K	Sell	8,219 -5,826	-41%	-$267K	0.1%	168
2020 Q4	$641K	Sell	14,045 -8,866	-39%	-$399K	0.18%	99
2020 Q3	$1.02M	Buy	22,911 +2,780	+14%	+$123K	0.35%	61
2020 Q2	$873K	Sell	20,131 -25,038	-55%	-$1.06M	0.33%	63
2020 Q1	$1.81M	Buy	45,169 +4,201	+10%	+$188K	0.83%	33
2019 Q4	$1.91M	Buy	40,968 +2,318	+6%	+$107K	0.79%	33
2019 Q3	$1.8M	Buy	38,650 +4,831	+14%	+$223K	0.86%	31
2019 Q2	$1.57M	Buy	33,819 +4,844	+17%	+$225K	0.86%	32
2019 Q1	$1.33M	Buy	28,975 +1,263	+5%	+$58K	0.91%	32
2018 Q4	$1.24M	Buy	+27,712	New	+$1.29M	1.11%	27

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Investment Advisors's SRLN Position: Q2 2026 in Review

Strategic Investment Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 14% in Q2 2026, buying an estimated $16.2K and bringing the position to 3,354 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #358.

Strategic Investment Advisors first reported a position in SRLN in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.91M in Q4 2019. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Strategic Investment Advisors held 3,354 shares of State Street Blackstone Senior Loan ETF worth $135K as of Q2 2026.
Strategic Investment Advisors bought 402 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $16.2K.
State Street Blackstone Senior Loan ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #358 holding.
Strategic Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 15 quarters since.
Strategic Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.91M in Q4 2019.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.