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

Visionary Wealth 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
Q2 		– Sell
-7,004
Closed -$288K – 598
2025
Q1 		$288K Sell
7,004
-11,667
-62% -$485K 0.02% 454
2024
Q4 		$779K Sell
18,671
-22,073
-54% -$923K 0.05% 291
2024
Q3 		$1.7M Sell
40,744
-43,417
-52% -$1.81M 0.1% 193
2024
Q2 		$3.52M Buy
84,161
+2,927
+4% +$123K 0.23% 110
2024
Q1 		$3.42M Sell
81,234
-6,085
-7% -$255K 0.23% 114
2023
Q4 		$3.66M Sell
87,319
-37,494
-30% -$1.56M 0.27% 108
2023
Q3 		$5.23M Buy
124,813
+16,610
+15% +$694K 0.42% 65
2023
Q2 		$4.53M Buy
108,203
+35,775
+49% +$1.48M 0.36% 75
2023
Q1 		$3M Buy
72,428
+14,450
+25% +$601K 0.25% 100
2022
Q4 		$2.37M Buy
57,978
+9,289
+19% +$382K 0.22% 105
2022
Q3 		$1.99M Sell
48,689
-128,020
-72% -$5.42M 0.21% 110
2022
Q2 		$7.36M Sell
176,709
-8,713
-5% -$379K 0.66% 38
2022
Q1 		$8.34M Sell
185,422
-12,573
-6% -$568K 0.67% 35
2021
Q4 		$9.04M Buy
197,995
+13,754
+7% +$629K 0.74% 33
2021
Q3 		$8.48M Buy
184,241
+150,632
+448% +$6.91M 0.87% 31
2021
Q2 		$1.56M Buy
+33,609
New +$1.55M 0.16% 122

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 $2.72B AUM 6.25% 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
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

Visionary Wealth Advisors's SRLN Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 7,004 shares — an estimated $288K sold.

Visionary Wealth Advisors first reported a position in SRLN in Q2 2021 and held it in 16 quarters. The position peaked at $9.04M in Q4 2021. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,004 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $288K.
  • Visionary Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and held it in 16 quarters.
  • Visionary Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $9.04M in Q4 2021.
  • 521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.