Sumitomo Mitsui Trust Group
SRLN icon

Sumitomo Mitsui Trust Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sumitomo Mitsui Trust 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
Q3 		$2.27M Sell
56,087
-1,607
-3% -$65K ﹤0.01% 777
2026
Q2 		$2.32M Buy
57,694
+11,288
+24% +$456K ﹤0.01% 796
2026
Q1 		$1.86M Sell
46,406
-2,513
-5% -$102K ﹤0.01% 795
2025
Q4 		$2.02M Sell
48,919
-4,278
-8% -$177K ﹤0.01% 794
2025
Q3 		$2.21M Buy
53,197
+21,214
+66% +$881K ﹤0.01% 791
2025
Q2 		$1.33M Sell
31,983
-7,211
-18% -$295K ﹤0.01% 828
2025
Q1 		$1.61M Buy
39,194
+1,067
+3% +$44.4K ﹤0.01% 817
2024
Q4 		$1.59M Sell
38,127
-7,584
-17% -$317K ﹤0.01% 837
2024
Q3 		$1.91M Buy
45,711
+3,894
+9% +$162K ﹤0.01% 835
2024
Q2 		$1.75M Sell
41,817
-4,225
-9% -$177K ﹤0.01% 848
2024
Q1 		$1.94M Buy
46,042
+15,444
+50% +$647K ﹤0.01% 900
2023
Q4 		$1.28M Buy
30,598
+1,285
+4% +$53.5K ﹤0.01% 949
2023
Q3 		$1.23M Sell
29,313
-3,199
-10% -$134K ﹤0.01% 962
2023
Q2 		$1.36M Sell
32,512
-38,501
-54% -$1.59M ﹤0.01% 968
2023
Q1 		$2.94M Sell
71,013
-2,919
-4% -$121K ﹤0.01% 876
2022
Q4 		$3.02M Buy
73,932
+5,878
+9% +$242K ﹤0.01% 891
2022
Q3 		$2.78M Sell
68,054
-58,577
-46% -$2.48M ﹤0.01% 912
2022
Q2 		$5.27M Sell
126,631
-27,691
-18% -$1.2M ﹤0.01% 862
2022
Q1 		$6.94M Sell
154,322
-8,452
-5% -$382K ﹤0.01% 827
2021
Q4 		$7.43M Sell
162,774
-13,833
-8% -$633K ﹤0.01% 800
2021
Q3 		$8.13M Buy
176,607
+34,181
+24% +$1.57M 0.01% 795
2021
Q2 		$6.59M Buy
142,426
+53,788
+61% +$2.47M ﹤0.01% 831
2021
Q1 		$4.05M Buy
+88,638
New +$4.07M ﹤0.01% 860

Other funds holding SRLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Donoghue Forlines
Donoghue Forlines Boston, Massachusetts $396M AUM 83.27% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SRLN Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.8% in Q3 2026, selling an estimated $65K and leaving 56,087 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Sumitomo Mitsui Trust Group first reported a position in SRLN in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.13M in Q3 2021. 272 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 56,087 shares of State Street Blackstone Senior Loan ETF worth $2.27M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 1,607 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $65K.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #777 holding.
  • Sumitomo Mitsui Trust Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 23 quarters since.
  • Sumitomo Mitsui Trust Group's State Street Blackstone Senior Loan ETF position peaked at $8.13M in Q3 2021.
  • 272 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.