Waverly Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
111,707
+2,569
| +2% | +$107K | 0.05% | 317 |
|
|
2025
Q1 | $4.49M | Buy |
109,138
+4,339
| +4% | +$178K | 0.05% | 315 |
|
|
2024
Q4 | $4.37M | Buy |
104,799
+7,506
| +8% | +$313K | 0.07% | 238 |
|
|
2024
Q3 | $4.06M | Buy |
97,293
+4,164
| +4% | +$174K | 0.08% | 218 |
|
|
2024
Q2 | $3.89M | Buy |
93,129
+11,091
| +14% | +$464K | 0.08% | 220 |
|
|
2024
Q1 | $3.45M | Buy |
+82,038
| New | +$3.45M | 0.08% | 191 |
|