Walser Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Walser Wealth Management’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	$356K	Buy	+8,831	New	+$357K	0.15%	145

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

Walser Wealth Management's SRLN Position: Q2 2026 in Review

Walser Wealth Management opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 8,831 shares worth $356K. The stake represents 0.15% of the portfolio and ranks #145 among its holdings.

475 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Walser Wealth Management held 8,831 shares of State Street Blackstone Senior Loan ETF worth $356K as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Walser Wealth Management position in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.15% of Walser Wealth Management's portfolio in Q2 2026, its #145 holding.
475 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.