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

Walkner Condon 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	–	Sell	-6,958	Closed	-$290K	–	297
2024 Q4	$290K	Buy	6,958 +326	+5%	+$13.6K	0.06%	223
2024 Q3	$277K	Sell	6,632 -72	-1%	-$3K	0.06%	221
2024 Q2	$280K	Buy	6,704 +48	+0.7%	+$2.01K	0.06%	211
2024 Q1	$280K	Buy	6,656 +1,468	+28%	+$61.5K	0.06%	220
2023 Q4	$218K	Buy	+5,188	New	+$216K	0.05%	246

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Walkner Condon Financial Advisors's SRLN Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2025, closing a stake of 6,958 shares — an estimated $290K sold.

Walkner Condon Financial Advisors first reported a position in SRLN in Q4 2023 and held it in 5 quarters. The position peaked at $290K in Q4 2024. 522 funds tracked by Wall St. Rank hold SRLN as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 6,958 State Street Blackstone Senior Loan ETF shares in Q1 2025, an estimated $290K.
Walkner Condon Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and held it in 5 quarters.
Walkner Condon Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $290K in Q4 2024.
522 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.