Ten Capital Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Ten Capital Wealth Advisors’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	$1.03M	Buy	24,623 +766	+3%	+$31.6K	0.3%	37
2023 Q1	$989K	Buy	23,857 +4,467	+23%	+$186K	0.32%	36
2022 Q4	$793K	Buy	19,390 +3,465	+22%	+$143K	0.32%	39
2022 Q3	$651K	Buy	15,925 +242	+2%	+$10.2K	0.3%	40
2022 Q2	$653K	Sell	15,683 -234	-1%	-$10.2K	0.28%	41
2022 Q1	$716K	Buy	+15,917	New	+$719K	0.3%	35

Other funds holding SRLN

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's SRLN Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.2% in Q2 2023, buying an estimated $31.6K and bringing the position to 24,623 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #37.

Ten Capital Wealth Advisors first reported a position in SRLN in Q1 2022 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold SRLN as of Q2 2023.

Ten Capital Wealth Advisors held 24,623 shares of State Street Blackstone Senior Loan ETF worth $1.03M as of Q2 2023.
Ten Capital Wealth Advisors bought 766 State Street Blackstone Senior Loan ETF shares in Q2 2023, an estimated $31.6K.
State Street Blackstone Senior Loan ETF made up 0.3% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #37 holding.
Ten Capital Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 6 quarters since.
459 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.