UWS
SRLN icon

Unique Wealth Strategies’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-89
Closed -$3.75K – 601
2024
Q2 		$3.75K Buy
+89
New +$3.73K ﹤0.01% 407

Other funds holding SRLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Unique Wealth Strategies's SRLN Position: Q3 2024 in Review

Unique Wealth Strategies sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2024, closing a stake of 89 shares — an estimated $3.75K sold.

Unique Wealth Strategies first reported a position in SRLN in Q2 2024 and held it in 1 quarter. The position peaked at $3.75K in Q2 2024. 505 funds tracked by Wall St. Rank hold SRLN as of Q3 2024.

  • Unique Wealth Strategies reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 89 State Street Blackstone Senior Loan ETF shares in Q3 2024, an estimated $3.75K.
  • Unique Wealth Strategies first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's State Street Blackstone Senior Loan ETF position peaked at $3.75K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.