WESPAC Advisors SoCal’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

WESPAC Advisors SoCal’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	–	Sell	-80,226	Closed	-$3.31M	–	124
2025 Q4	$3.31M	Sell	80,226 -335	-0.4%	-$13.8K	0.67%	42
2025 Q3	$3.35M	Buy	80,561 +1,971	+3%	+$81.8K	0.68%	43
2025 Q2	$3.27M	Sell	78,590 -83,588	-52%	-$3.42M	0.73%	41
2025 Q1	$6.67M	Buy	162,178 +6,121	+4%	+$255K	1.74%	23
2024 Q4	$6.51M	Buy	156,057 +12,659	+9%	+$530K	1.47%	25
2024 Q3	$5.99M	Buy	+143,398	New	+$5.97M	1.39%	26

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WESPAC Advisors SoCal's SRLN Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 80,226 shares — an estimated $3.31M sold.

WESPAC Advisors SoCal first reported a position in SRLN in Q3 2024 and held it in 6 quarters. The position peaked at $6.67M in Q1 2025. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

WESPAC Advisors SoCal reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 80,226 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $3.31M.
WESPAC Advisors SoCal first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and held it in 6 quarters.
WESPAC Advisors SoCal's State Street Blackstone Senior Loan ETF position peaked at $6.67M in Q1 2025.
488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.