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

Stratos 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 		$2.42M Buy
60,305
+9,788
+19% +$397K 0.03% 510
2025
Q4 		$2.08M Buy
50,517
+2,923
+6% +$121K 0.02% 540
2025
Q3 		$1.98M Sell
47,594
-1,579
-3% -$65.5K 0.02% 535
2025
Q2 		$2.05M Buy
49,173
+2,546
+5% +$104K 0.03% 488
2025
Q1 		$1.92M Buy
46,627
+10,905
+31% +$454K 0.03% 461
2024
Q4 		$1.49M Sell
35,722
-2,788
-7% -$117K 0.02% 551
2024
Q3 		$1.61M Buy
38,510
+669
+2% +$27.8K 0.02% 522
2024
Q2 		$1.58M Sell
37,841
-7,053
-16% -$295K 0.03% 503
2024
Q1 		$1.89M Sell
44,894
-4,871
-10% -$204K 0.03% 457
2023
Q4 		$2.09M Sell
49,765
-28,669
-37% -$1.19M 0.04% 405
2023
Q3 		$3.29M Sell
78,434
-28,054
-26% -$1.17M 0.07% 273
2023
Q2 		$4.46M Sell
106,488
-8,832
-8% -$365K 0.1% 209
2023
Q1 		$4.78M Sell
115,320
-59,744
-34% -$2.49M 0.13% 167
2022
Q4 		$7.16M Sell
175,064
-11,028
-6% -$454K 0.18% 124
2022
Q3 		$7.61M Sell
186,092
-4,585
-2% -$194K 0.21% 97
2022
Q2 		$7.94M Sell
190,677
-25,080
-12% -$1.09M 0.2% 102
2022
Q1 		$9.7M Buy
215,757
+38,708
+22% +$1.75M 0.22% 100
2021
Q4 		$8.08M Buy
177,049
+63,860
+56% +$2.92M 0.18% 117
2021
Q3 		$5.21M Buy
113,189
+36,693
+48% +$1.68M 0.13% 175
2021
Q2 		$3.54M Buy
76,496
+68,833
+898% +$3.17M 0.09% 228
2021
Q1 		$350K Buy
7,663
+1,298
+20% +$59.6K 0.01% 834
2020
Q4 		$291K Sell
6,365
-823
-11% -$37K 0.01% 858
2020
Q3 		$321K Sell
7,188
-1,007
-12% -$44.7K 0.01% 756
2020
Q2 		$356K Sell
8,195
-4,191
-34% -$178K 0.01% 715
2020
Q1 		$496K Sell
12,386
-23,923
-66% -$1.07M 0.02% 530
2019
Q4 		$1.69M Buy
36,309
+5,066
+16% +$233K 0.07% 275
2019
Q3 		$1.45M Sell
31,243
-494
-2% -$22.8K 0.06% 289
2019
Q2 		$1.47M Buy
31,737
+3,602
+13% +$167K 0.06% 279
2019
Q1 		$1.3M Buy
28,135
+985
+4% +$45.3K 0.06% 300
2018
Q4 		$1.21M Sell
27,150
-255,024
-90% -$11.9M 0.06% 290
2018
Q3 		$13.4M Sell
282,174
-9,664
-3% -$456K 0.6% 28
2018
Q2 		$13.7M Buy
291,838
+12,449
+4% +$588K 0.61% 29
2018
Q1 		$13.2M Buy
279,389
+25,281
+10% +$1.2M 0.56% 30
2017
Q4 		$12M Buy
254,108
+7,553
+3% +$357K 0.54% 32
2017
Q3 		$11.7M Buy
246,555
+221,624
+889% +$10.5M 0.55% 32
2017
Q2 		$1.18M Sell
24,931
-85
-0.3% -$4.03K 0.06% 264
2017
Q1 		$1.19M Buy
25,016
+2,538
+11% +$121K 0.07% 254
2016
Q4 		$1.07M Buy
+22,478
New +$1.06M 0.07% 256

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

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

Stratos Wealth Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 19% in Q1 2026, buying an estimated $397K and bringing the position to 60,305 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #510.

Stratos Wealth Partners first reported a position in SRLN in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.7M in Q2 2018. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Stratos Wealth Partners held 60,305 shares of State Street Blackstone Senior Loan ETF worth $2.42M as of Q1 2026.
  • Stratos Wealth Partners bought 9,788 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $397K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #510 holding.
  • Stratos Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and has held it in 38 quarters since.
  • Stratos Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $13.7M in Q2 2018.
  • 485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.