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Summit Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Summit Financial’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 		$2.64M Buy
65,721
+94
+0.1% +$3.82K 0.03% 500
2025
Q4 		$2.71M Sell
65,627
-1,162
-2% -$48K 0.04% 410
2025
Q3 		$2.78M Buy
66,789
+3,555
+6% +$148K 0.04% 393
2025
Q2 		$2.63M Buy
+63,234
New +$2.59M 0.06% 255

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

Summit Financial's SRLN Position: Q1 2026 in Review

Summit Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.14% in Q1 2026, buying an estimated $3.82K and bringing the position to 65,721 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #500.

Summit Financial first reported a position in SRLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.78M in Q3 2025. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Summit Financial held 65,721 shares of State Street Blackstone Senior Loan ETF worth $2.64M as of Q1 2026.
  • Summit Financial bought 94 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $3.82K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #500 holding.
  • Summit Financial first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's State Street Blackstone Senior Loan ETF position peaked at $2.78M in Q3 2025.
  • 485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.