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

WCG 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
2026 Q1	$1.17M	Buy	29,237 +15,267	+109%	+$620K	0.03%	352
2025 Q4	$577K	Buy	+13,970	New	+$577K	0.02%	429
2023 Q4	–	Sell	-19,389	Closed	-$820K	–	316
2023 Q3	$820K	Sell	19,389 -2,631	-12%	-$110K	0.06%	216
2023 Q2	$922K	Sell	22,020 -147,645	-87%	-$6.1M	0.11%	117
2023 Q1	$7.03M	Buy	169,665 +9,293	+6%	+$387K	0.9%	34
2022 Q4	$6.55M	Buy	160,372 +16,640	+12%	+$685K	0.9%	34
2022 Q3	$6.53M	Sell	143,732 -213,810	-60%	-$9.05M	0.86%	33
2022 Q2	$14.9M	Buy	+357,542	New	+$15.5M	2.07%	12

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

WCG Wealth Advisors's SRLN Position: Q1 2026 in Review

WCG Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 109% in Q1 2026, buying an estimated $620K and bringing the position to 29,237 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #352.

WCG Wealth Advisors first reported a position in SRLN in Q2 2022 and has held it in 8 quarters since. The position peaked at $14.9M in Q2 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

WCG Wealth Advisors held 29,237 shares of State Street Blackstone Senior Loan ETF worth $1.17M as of Q1 2026.
WCG Wealth Advisors bought 15,267 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $620K.
State Street Blackstone Senior Loan ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #352 holding.
WCG Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and has held it in 8 quarters since.
WCG Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $14.9M in Q2 2022.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.