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

Wealth Watch 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	$238K	Buy	5,929 +1,979	+50%	+$80.4K	0.1%	97
2025 Q4	$163K	Buy	3,950 +451	+13%	+$18.6K	0.06%	111
2025 Q3	$145K	Buy	+3,499	New	+$145K	0.06%	105
2025 Q1	–	Sell	-5,008	Closed	-$209K	–	78
2024 Q4	$209K	Buy	+5,008	New	+$209K	0.13%	71

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

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

Wealth Watch Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 50% in Q1 2026, buying an estimated $80.4K and bringing the position to 5,929 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #97.

Wealth Watch Advisors first reported a position in SRLN in Q4 2024 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Wealth Watch Advisors held 5,929 shares of State Street Blackstone Senior Loan ETF worth $238K as of Q1 2026.
Wealth Watch Advisors bought 1,979 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $80.4K.
State Street Blackstone Senior Loan ETF made up 0.1% of Wealth Watch Advisors's portfolio in Q1 2026, its #97 holding.
Wealth Watch Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 4 quarters since.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.