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Summit Wealth & Retirement Planning’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Summit Wealth & Retirement Planning’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
2023
Q2 		– Sell
-38,859
Closed -$1.61M – 101
2023
Q1 		$1.61M Buy
38,859
+32,489
+510% +$1.35M 0.6% 24
2022
Q4 		$261K Buy
+6,370
New +$262K 0.11% 88

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth & Retirement Planning's SRLN Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2023, closing a stake of 38,859 shares — an estimated $1.61M sold.

Summit Wealth & Retirement Planning first reported a position in SRLN in Q4 2022 and held it in 2 quarters. The position peaked at $1.61M in Q1 2023. 459 funds tracked by Wall St. Rank hold SRLN as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 38,859 State Street Blackstone Senior Loan ETF shares in Q2 2023, an estimated $1.61M.
  • Summit Wealth & Retirement Planning first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's State Street Blackstone Senior Loan ETF position peaked at $1.61M in Q1 2023.
  • 459 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.