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

Summit Global Investments’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	$8.04M	Buy	199,604 +14,342	+8%	+$579K	0.44%	27
2026 Q1	$7.44M	Buy	185,262 +29,140	+19%	+$1.18M	0.44%	34
2025 Q4	$6.44M	Buy	156,122 +4,503	+3%	+$186K	0.38%	33
2025 Q3	$6.3M	Buy	151,619 +4,476	+3%	+$186K	0.37%	42
2025 Q2	$6.12M	Buy	147,143 +10,558	+8%	+$432K	0.36%	49
2025 Q1	$5.62M	Buy	+136,585	New	+$5.68M	0.41%	40

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

Summit Global Investments's SRLN Position: Q2 2026 in Review

Summit Global Investments increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 7.7% in Q2 2026, buying an estimated $579K and bringing the position to 199,604 shares worth $8.04M. The position accounts for 0.44% of the portfolio, ranked #27.

Summit Global Investments first reported a position in SRLN in Q1 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Summit Global Investments held 199,604 shares of State Street Blackstone Senior Loan ETF worth $8.04M as of Q2 2026.
Summit Global Investments bought 14,342 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $579K.
State Street Blackstone Senior Loan ETF made up 0.44% of Summit Global Investments's portfolio in Q2 2026, its #27 holding.
Summit Global Investments first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.