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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wealth Management Associates's SRLN Position: Q1 2026 in Review

Wealth Management Associates increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2% in Q1 2026, buying an estimated $65.7K and bringing the position to 83,996 shares worth $3.37M. The position accounts for 1.16% of the portfolio, ranked #19.

Wealth Management Associates first reported a position in SRLN in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.4M in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Wealth Management Associates held 83,996 shares of State Street Blackstone Senior Loan ETF worth $3.37M as of Q1 2026.
  • Wealth Management Associates bought 1,619 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $65.7K.
  • State Street Blackstone Senior Loan ETF made up 1.16% of Wealth Management Associates's portfolio in Q1 2026, its #19 holding.
  • Wealth Management Associates first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 21 quarters since.
  • Wealth Management Associates's State Street Blackstone Senior Loan ETF position peaked at $3.4M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.