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WealthPoint Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

WealthPoint Financial’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 		$707K Buy
17,544
+2,192
+14% +$88.5K 0.52% 46
2026
Q1 		$616K Buy
15,352
+3,231
+27% +$131K 0.52% 49
2025
Q4 		$500K Buy
+12,121
New +$500K 0.44% 52

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPoint Financial's SRLN Position: Q2 2026 in Review

WealthPoint Financial increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 14% in Q2 2026, buying an estimated $88.5K and bringing the position to 17,544 shares worth $707K. The position accounts for 0.52% of the portfolio, ranked #46.

WealthPoint Financial first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • WealthPoint Financial held 17,544 shares of State Street Blackstone Senior Loan ETF worth $707K as of Q2 2026.
  • WealthPoint Financial bought 2,192 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $88.5K.
  • State Street Blackstone Senior Loan ETF made up 0.52% of WealthPoint Financial's portfolio in Q2 2026, its #46 holding.
  • WealthPoint Financial first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.