Vermillion & White Wealth Management Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-775	Closed	-$32K	–	459
2025 Q4	$32K	Sell	775 -158	-17%	-$6.52K	0.02%	206
2025 Q3	$38.8K	Hold	933	–	–	0.02%	178
2025 Q2	$38.8K	Hold	933	–	–	0.03%	162
2025 Q1	$38.4K	Hold	933	–	–	0.03%	146
2024 Q4	$38.9K	Hold	933	–	–	0.03%	153
2024 Q3	$39K	Hold	933	–	–	0.03%	141
2024 Q2	$39K	Hold	933	–	–	0.03%	149
2024 Q1	$39.3K	Hold	933	–	–	0.03%	137
2023 Q4	$39.2K	Buy	+933	New	+$38.9K	0.04%	108

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

Vermillion & White Wealth Management Group's SRLN Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 775 shares — an estimated $32K sold.

Vermillion & White Wealth Management Group first reported a position in SRLN in Q4 2023 and held it in 9 quarters. The position peaked at $39.3K in Q1 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 775 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $32K.
Vermillion & White Wealth Management Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street Blackstone Senior Loan ETF position peaked at $39.3K in Q1 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.