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

Wealth Management Associates’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	$3.48M	Buy	86,264 +2,268	+3%	+$91.6K	0.96%	23
2026 Q1	$3.37M	Buy	83,996 +1,619	+2%	+$65.7K	1.16%	19
2025 Q4	$3.4M	Buy	82,377 +1,617	+2%	+$66.8K	1.18%	20
2025 Q3	$3.36M	Buy	80,760 +4,910	+6%	+$204K	1.19%	19
2025 Q2	$3.15M	Buy	75,850 +2,544	+3%	+$104K	1.23%	17
2025 Q1	$3.02M	Buy	73,306 +10,514	+17%	+$437K	1.29%	19
2024 Q4	$2.62M	Buy	62,792 +2,615	+4%	+$109K	1.12%	22
2024 Q3	$2.51M	Buy	60,177 +2,372	+4%	+$98.7K	1.11%	19
2024 Q2	$2.42M	Hold	57,805	–	–	1.13%	18
2024 Q1	$2.42M	Buy	57,805 +1,958	+4%	+$82.1K	1.13%	18
2023 Q4	$2.34M	Sell	55,847 -1,616	-3%	-$67.3K	1.24%	16
2023 Q3	$2.41M	Buy	57,463 +391	+0.7%	+$16.3K	1.41%	16
2023 Q2	$2.39M	Buy	57,072 +3,335	+6%	+$138K	1.35%	16
2023 Q1	$2.23M	Buy	53,737 +11,579	+27%	+$482K	1.38%	15
2022 Q4	$1.72M	Buy	42,158 +4,311	+11%	+$177K	1.15%	21
2022 Q3	$1.55M	Buy	37,847 +3,566	+10%	+$151K	1.09%	21
2022 Q2	$1.43M	Buy	34,281 +1,648	+5%	+$71.6K	0.97%	21
2022 Q1	$1.47M	Buy	32,633 +4,091	+14%	+$185K	0.83%	26
2021 Q4	$1.3M	Buy	28,542 +3,629	+15%	+$166K	0.7%	30
2021 Q3	$1.15M	Buy	24,913 +7,341	+42%	+$337K	0.67%	32
2021 Q2	$813K	Buy	17,572 +12,935	+279%	+$595K	0.46%	54
2021 Q1	$212K	Buy	+4,637	New	+$213K	0.13%	174

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

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

Wealth Management Associates increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.7% in Q2 2026, buying an estimated $91.6K and bringing the position to 86,264 shares worth $3.48M. The position accounts for 0.96% of the portfolio, ranked #23.

Wealth Management Associates first reported a position in SRLN in Q1 2021 and has held it in 22 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Wealth Management Associates held 86,264 shares of State Street Blackstone Senior Loan ETF worth $3.48M as of Q2 2026.
Wealth Management Associates bought 2,268 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $91.6K.
State Street Blackstone Senior Loan ETF made up 0.96% of Wealth Management Associates's portfolio in Q2 2026, its #23 holding.
Wealth Management Associates first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 22 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.