TD Private Client Wealth’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

TD Private Client Wealth’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	–	Sell	-3,406	Closed	-$141K	–	1733
2025 Q4	$141K	Buy	+3,406	New	+$141K	﹤0.01%	719
2025 Q1	–	Sell	-812	Closed	-$33.9K	–	1470
2024 Q4	$33.9K	Buy	+812	New	+$34K	﹤0.01%	887
2024 Q1	–	Sell	-886	Closed	-$37.1K	–	1265
2023 Q4	$37.1K	Buy	+886	New	+$36.9K	﹤0.01%	856
2023 Q1	–	Sell	-3,018	Closed	-$123K	–	1267
2022 Q4	$123K	Buy	+3,018	New	+$124K	0.01%	601
2022 Q2	–	Sell	-1,502	Closed	-$67.5K	–	1291
2022 Q1	$67.5K	Sell	1,502 -7,312	-83%	-$330K	﹤0.01%	714
2021 Q4	$402K	Buy	+8,814	New	+$403K	0.02%	451
2021 Q1	–	Sell	-14,849	Closed	-$678K	–	1203
2020 Q4	$678K	Buy	+14,849	New	+$668K	0.03%	342
2020 Q2	–	Sell	-3,507	Closed	-$140K	–	1160
2020 Q1	$140K	Sell	3,507 -35,936	-91%	-$1.61M	0.01%	459
2019 Q4	$1.84M	Buy	+39,443	New	+$1.82M	0.11%	189

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

TD Private Client Wealth's SRLN Position: Q1 2026 in Review

TD Private Client Wealth sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 3,406 shares — an estimated $141K sold.

TD Private Client Wealth first reported a position in SRLN in Q4 2019 and held it in 9 quarters. The position peaked at $1.84M in Q4 2019. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

TD Private Client Wealth reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
TD Private Client Wealth sold 3,406 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $141K.
TD Private Client Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and held it in 9 quarters.
TD Private Client Wealth's State Street Blackstone Senior Loan ETF position peaked at $1.84M in Q4 2019.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.