Wealthcare Advisory Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wealthcare Advisory Partners’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	$271K	Buy	+6,726	New	+$272K	0.01%	920
2025 Q4	–	Sell	-5,941	Closed	-$247K	–	1109
2025 Q3	$247K	Sell	5,941 -147	-2%	-$6.1K	0.01%	913
2025 Q2	$253K	Sell	6,088 -5,846	-49%	-$239K	0.01%	849
2025 Q1	$491K	Buy	11,934 +5,416	+83%	+$225K	0.01%	598
2024 Q4	$272K	Buy	6,518 +1,103	+20%	+$46.1K	0.01%	748
2024 Q3	$226K	Sell	5,415 -7,817	-59%	-$325K	0.01%	795
2024 Q2	$553K	Sell	13,232 -839	-6%	-$35.1K	0.02%	513
2024 Q1	$593K	Sell	14,071 -49,012	-78%	-$2.05M	0.02%	506
2023 Q4	$2.65M	Sell	63,083 -10,303	-14%	-$429K	0.11%	162
2023 Q3	$3.08M	Buy	73,386 +1,231	+2%	+$51.5K	0.14%	116
2023 Q2	$3.02M	Buy	72,155 +5,131	+8%	+$212K	0.14%	133
2023 Q1	$2.78M	Buy	67,024 +42,669	+175%	+$1.78M	0.12%	142
2022 Q4	$996K	Buy	24,355 +18,591	+323%	+$765K	0.05%	277
2022 Q3	$236K	Sell	5,764 -4,810	-45%	-$204K	0.01%	534
2022 Q2	$440K	Sell	10,574 -9,954	-48%	-$433K	0.03%	351
2022 Q1	$923K	Buy	+20,528	New	+$927K	0.06%	206
2021 Q2	–	Sell	-945	Closed	-$43K	–	1695
2021 Q1	$43K	Buy	+945	New	+$43.4K	﹤0.01%	930
2020 Q2	–	Sell	-154	Closed	-$6K	–	1210
2020 Q1	$6K	Sell	154 -1,680	-92%	-$75.1K	﹤0.01%	1072
2019 Q4	$85K	Buy	1,834 +1,207	+193%	+$55.6K	0.01%	433
2019 Q3	$29K	Hold	627	–	–	﹤0.01%	661
2019 Q2	$29K	Hold	627	–	–	﹤0.01%	634
2019 Q1	$29K	Hold	627	–	–	﹤0.01%	575
2018 Q4	$28K	Sell	627 -136	-18%	-$6.32K	0.01%	562
2018 Q3	$36K	Hold	763	–	–	0.01%	543
2018 Q2	$36K	Buy	763 +338	+80%	+$16K	0.01%	538
2018 Q1	$20K	Hold	425	–	–	﹤0.01%	580
2017 Q4	$20K	Hold	425	–	–	0.01%	542
2017 Q3	$20K	Buy	+425	New	+$20.1K	0.01%	430

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealthcare Advisory Partners's SRLN Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 6,726 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in SRLN as recently as Q3 2025.

Wealthcare Advisory Partners first reported a position in SRLN in Q3 2017 and has held it in 28 quarters since. The position peaked at $3.08M in Q3 2023. 82 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Wealthcare Advisory Partners held 6,726 shares of State Street Blackstone Senior Loan ETF worth $271K as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Wealthcare Advisory Partners position in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #920 holding.
Wealthcare Advisory Partners first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and has held it in 28 quarters since.
Wealthcare Advisory Partners's State Street Blackstone Senior Loan ETF position peaked at $3.08M in Q3 2023.
82 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.