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Strategic Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Strategic Wealth Partners’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 		$15.6K Hold
388
– – ﹤0.01% 774
2025
Q4 		$16K Sell
388
-30
-7% -$1.24K ﹤0.01% 754
2025
Q3 		$17.4K Buy
418
+82
+24% +$3.4K ﹤0.01% 761
2025
Q2 		$14K Buy
+336
New +$13.7K ﹤0.01% 729

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

Strategic Wealth Partners's SRLN Position: Q1 2026 in Review

Strategic Wealth Partners held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q1 2026 at 388 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Strategic Wealth Partners first reported a position in SRLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.4K in Q3 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Strategic Wealth Partners held 388 shares of State Street Blackstone Senior Loan ETF worth $15.6K as of Q1 2026.
  • Strategic Wealth Partners left its State Street Blackstone Senior Loan ETF share count unchanged in Q1 2026.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #774 holding.
  • Strategic Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $17.4K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.