TFA
SRLN icon

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

Transamerica Financial 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
2026
Q2 		$666K Sell
16,522
-1,356
-8% -$54.8K 0.06% 260
2026
Q1 		$718K Sell
17,878
-889
-5% -$36.1K 0.06% 248
2025
Q4 		$775K Sell
18,767
-1,095
-6% -$45.2K 0.06% 224
2025
Q3 		$826K Sell
19,862
-1,073
-5% -$44.5K 0.07% 195
2025
Q2 		$871K Buy
20,935
+116
+0.6% +$4.75K 0.08% 171
2025
Q1 		$857K Sell
20,819
-811
-4% -$33.7K 0.09% 173
2024
Q4 		$903K Buy
21,630
+150
+0.7% +$6.28K 0.09% 165
2024
Q3 		$898K Sell
21,480
-1,516
-7% -$63.1K 0.09% 168
2024
Q2 		$962K Hold
22,996
– – 0.1% 140
2024
Q1 		$969K Sell
22,996
-294
-1% -$12.3K 0.1% 151
2023
Q4 		$977K Sell
23,290
-983
-4% -$40.9K 0.13% 109
2023
Q3 		$1.02M Buy
24,273
+23,835
+5,442% +$997K 0.14% 126
2023
Q2 		$19K Sell
438
-186
-30% -$7.68K ﹤0.01% 289
2023
Q1 		$26K Sell
624
-28,169
-98% -$1.17M ﹤0.01% 293
2022
Q4 		$1.18M Sell
28,793
-2,231
-7% -$91.8K 0.17% 113
2022
Q3 		$1.27M Sell
31,024
-1,257
-4% -$53.2K 0.19% 85
2022
Q2 		$1.34M Buy
32,281
+31,855
+7,478% +$1.38M 0.19% 85
2022
Q1 		$20K Sell
426
-42
-9% -$1.9K 0.71% 35
2021
Q4 		$22K Buy
468
+15
+3% +$686 0.59% 37
2021
Q3 		$21K Buy
453
+2
+0.4% +$92 0.59% 37
2021
Q2 		$21K Sell
451
-95
-17% -$4.37K 0.51% 37
2021
Q1 		$25K Buy
+546
New +$25.1K 0.61% 38
2020
Q3 		– Sell
-89
Closed -$4K – 447
2020
Q2 		$4K Buy
+89
New +$3.77K ﹤0.01% 297
2019
Q3 		– Sell
-39,638
Closed -$1.83M – 468
2019
Q2 		$1.83M Buy
39,638
+38,554
+3,557% +$1.79M 0.4% 60
2019
Q1 		$50K Sell
1,084
-27,570
-96% -$1.27M 0.29% 38
2018
Q4 		$1.28M Sell
28,654
-66,640
-70% -$3.1M 0.33% 68
2018
Q3 		$4.51M Sell
95,294
-18,953
-17% -$893K 0.96% 28
2018
Q2 		$5.37M Buy
114,247
+29,600
+35% +$1.4M 1.19% 21
2018
Q1 		$4.01M Buy
84,647
+60,414
+249% +$2.86M 0.59% 60
2017
Q4 		$1.14M Buy
24,233
+2,767
+13% +$131K 0.15% 144
2017
Q3 		$1.02M Sell
21,466
-848
-4% -$40.2K 0.13% 147
2017
Q2 		$1.06M Buy
22,314
+785
+4% +$37.3K 0.14% 129
2017
Q1 		$1.02M Buy
21,529
+6,072
+39% +$288K 0.12% 148
2016
Q4 		$735K Sell
15,457
-894
-5% -$42.3K 0.09% 159
2016
Q3 		$774K Sell
16,351
-511
-3% -$24K 0.08% 166
2016
Q2 		$789K Sell
16,862
-938
-5% -$43.8K 0.08% 166
2016
Q1 		$828K Buy
17,800
+114
+0.6% +$5.24K 0.07% 178
2015
Q4 		$816K Buy
17,686
+339
+2% +$15.9K 0.06% 185
2015
Q3 		$829K Sell
17,347
-257
-1% -$12.5K 0.07% 167
2015
Q2 		$867K Buy
17,604
+8,003
+83% +$395K 0.06% 185
2015
Q1 		$474K Buy
9,601
+190
+2% +$9.3K 0.03% 235
2014
Q4 		$459K Buy
9,411
+1,147
+14% +$56.1K 0.04% 194
2014
Q3 		$407K Buy
8,264
+668
+9% +$33.2K 0.04% 183
2014
Q2 		$380K Buy
7,596
+1,104
+17% +$55.1K 0.03% 210
2014
Q1 		$325K Buy
6,492
+737
+13% +$36.9K 0.03% 195
2013
Q4 		$288K Buy
+5,755
New +$288K 0.03% 214

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Transamerica Financial Advisors's SRLN Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 7.6% in Q2 2026, selling an estimated $54.8K and leaving 16,522 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #260.

Transamerica Financial Advisors first reported a position in SRLN in Q4 2013 and has held it in 46 quarters since. The position peaked at $5.37M in Q2 2018. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Transamerica Financial Advisors held 16,522 shares of State Street Blackstone Senior Loan ETF worth $666K as of Q2 2026.
  • Transamerica Financial Advisors sold 1,356 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $54.8K.
  • State Street Blackstone Senior Loan ETF made up 0.06% of Transamerica Financial Advisors's portfolio in Q2 2026, its #260 holding.
  • Transamerica Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2013 and has held it in 46 quarters since.
  • Transamerica Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $5.37M in Q2 2018.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.