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

United Capital 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	–	Sell	-5,567	Closed	-$224K	–	1727
2026 Q1	$224K	Buy	+5,567	New	+$226K	﹤0.01%	1510
2023 Q1	–	Sell	-16,990	Closed	-$695K	–	1066
2022 Q4	$695K	Sell	16,990 -16,362	-49%	-$674K	﹤0.01%	697
2022 Q3	$1.36M	Sell	33,352 -39,331	-54%	-$1.67M	0.01%	545
2022 Q2	$3.03M	Buy	72,683 +44,276	+156%	+$1.92M	0.02%	412
2022 Q1	$1.28M	Buy	+28,407	New	+$1.28M	0.01%	617
2021 Q3	–	Sell	-4,761	Closed	-$220K	–	1241
2021 Q2	$220K	Sell	4,761 -250	-5%	-$11.5K	﹤0.01%	1134
2021 Q1	$229K	Sell	5,011 -911	-15%	-$41.8K	﹤0.01%	1073
2020 Q4	$270K	Sell	5,922 -19,795	-77%	-$890K	﹤0.01%	1033
2020 Q3	$1.15M	Sell	25,717 -2,924	-10%	-$130K	0.01%	621
2020 Q2	$1.24M	Buy	28,641 +19,980	+231%	+$846K	0.01%	606
2020 Q1	$347K	Sell	8,661 -152,110	-95%	-$6.8M	﹤0.01%	944
2019 Q4	$7.49M	Buy	160,771 +152,465	+1,836%	+$7.03M	0.05%	348
2019 Q3	$385K	Sell	8,306 -342	-4%	-$15.8K	﹤0.01%	1020
2019 Q2	$400K	Buy	+8,648	New	+$401K	﹤0.01%	1115

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's SRLN Position: Q2 2026 in Review

United Capital Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 5,567 shares — an estimated $224K sold.

United Capital Financial Advisors first reported a position in SRLN in Q2 2019 and held it in 14 quarters. The position peaked at $7.49M in Q4 2019. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

United Capital Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 5,567 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $224K.
United Capital Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2019 and held it in 14 quarters.
United Capital Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $7.49M in Q4 2019.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

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