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

US 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
2025
Q1 		$1.22M Sell
29,613
-1,287
-4% -$53.5K 0.36% 40
2024
Q4 		$1.29M Buy
30,900
+355
+1% +$14.8K 0.4% 39
2024
Q3 		$1.28M Buy
30,545
+211
+0.7% +$8.78K 0.4% 38
2024
Q2 		$1.27M Buy
30,334
+2,882
+10% +$121K 0.43% 37
2024
Q1 		$1.16M Buy
27,452
+1,446
+6% +$60.6K 0.4% 40
2023
Q4 		$1.09M Buy
26,006
+472
+2% +$19.7K 0.41% 40
2023
Q3 		$1.07M Buy
25,534
+3,442
+16% +$144K 0.44% 39
2023
Q2 		$925K Sell
22,092
-242
-1% -$9.99K 0.39% 34
2023
Q1 		$926K Buy
22,334
+1,173
+6% +$48.8K 0.41% 33
2022
Q4 		$866K Buy
21,161
+513
+2% +$21.1K 0.43% 34
2022
Q3 		$844K Buy
20,648
+1,905
+10% +$80.7K 0.47% 28
2022
Q2 		$780K Buy
18,743
+459
+3% +$19.9K 0.44% 25
2022
Q1 		$822K Buy
18,284
+384
+2% +$17.3K 0.4% 26
2021
Q4 		$817K Sell
17,900
-742
-4% -$33.9K 0.37% 27
2021
Q3 		$858K Buy
18,642
+71
+0.4% +$3.26K 0.42% 28
2021
Q2 		$860K Buy
18,571
+387
+2% +$17.8K 0.42% 29
2021
Q1 		$832K Buy
+18,184
New +$834K 0.23% 60

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Financial Advisors's SRLN Position: Q1 2025 in Review

US Financial Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.2% in Q1 2025, selling an estimated $53.5K and leaving 29,613 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #40.

US Financial Advisors first reported a position in SRLN in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q4 2024. 522 funds tracked by Wall St. Rank hold SRLN as of Q1 2025.

  • US Financial Advisors held 29,613 shares of State Street Blackstone Senior Loan ETF worth $1.22M as of Q1 2025.
  • US Financial Advisors sold 1,287 State Street Blackstone Senior Loan ETF shares in Q1 2025, an estimated $53.5K.
  • State Street Blackstone Senior Loan ETF made up 0.36% of US Financial Advisors's portfolio in Q1 2025, its #40 holding.
  • US Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 17 quarters since.
  • US Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $1.29M in Q4 2024.
  • 522 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.