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

TruWealth 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
2022
Q4 		– Sell
-50,801
Closed -$2.08M – 145
2022
Q3 		$2.08M Sell
50,801
-1,167
-2% -$49.4K 0.22% 60
2022
Q2 		$2.16M Buy
51,968
+1,087
+2% +$47.2K 0.23% 56
2022
Q1 		$2.29M Buy
+50,881
New +$2.3M 0.24% 52

Other funds holding SRLN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors's SRLN Position: Q4 2022 in Review

TruWealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022, closing a stake of 50,801 shares — an estimated $2.08M sold.

TruWealth Advisors first reported a position in SRLN in Q1 2022 and held it in 3 quarters. The position peaked at $2.29M in Q1 2022. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

  • TruWealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
  • TruWealth Advisors sold 50,801 State Street Blackstone Senior Loan ETF shares in Q4 2022, an estimated $2.08M.
  • TruWealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 3 quarters.
  • TruWealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $2.29M in Q1 2022.
  • 513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on TruWealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.