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 Q2	$1.13M	Sell	27,968 -1,269	-4%	-$51.3K	0.03%	391
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

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

WCG Wealth Advisors's SRLN Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 4.3% in Q2 2026, selling an estimated $51.3K and leaving 27,968 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #391.

WCG Wealth Advisors first reported a position in SRLN in Q2 2022 and has held it in 9 quarters since. The position peaked at $14.9M in Q2 2022. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

WCG Wealth Advisors held 27,968 shares of State Street Blackstone Senior Loan ETF worth $1.13M as of Q2 2026.
WCG Wealth Advisors sold 1,269 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $51.3K.
State Street Blackstone Senior Loan ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #391 holding.
WCG Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and has held it in 9 quarters since.
WCG Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $14.9M in Q2 2022.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.