Triad Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Triad Wealth Partners’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	$866K	Sell	21,565 -14,160	-40%	-$575K	0.07%	195
2025 Q4	$1.47M	Buy	+35,725	New	+$1.47M	0.14%	109
2024 Q3	–	Sell	-86	Closed	-$3.6K	–	793
2024 Q2	$3.6K	Buy	+86	New	+$3.6K	﹤0.01%	642

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

Triad Wealth Partners's SRLN Position: Q1 2026 in Review

Triad Wealth Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 40% in Q1 2026, selling an estimated $575K and leaving 21,565 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #195.

Triad Wealth Partners first reported a position in SRLN in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Triad Wealth Partners held 21,565 shares of State Street Blackstone Senior Loan ETF worth $866K as of Q1 2026.
Triad Wealth Partners sold 14,160 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $575K.
State Street Blackstone Senior Loan ETF made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #195 holding.
Triad Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 3 quarters since.
Triad Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $1.47M in Q4 2025.
485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.