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Wealthstreet Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-10,000
Closed -$457K – 290
2021
Q1 		$457K Buy
+10,000
New +$459K 0.04% 255

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wealthstreet Investment Advisors's SRLN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2021, closing a stake of 10,000 shares — an estimated $457K sold.

Wealthstreet Investment Advisors first reported a position in SRLN in Q1 2021 and held it in 1 quarter. The position peaked at $457K in Q1 2021. 352 funds tracked by Wall St. Rank hold SRLN as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 10,000 State Street Blackstone Senior Loan ETF shares in Q2 2021, an estimated $457K.
  • Wealthstreet Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and held it in 1 quarter.
  • Wealthstreet Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $457K in Q1 2021.
  • 352 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.