Westside Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Westside Investment Management’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	–	Sell	-214	Closed	-$8.59K	–	1501
2026 Q1	$8.59K	Hold	214	–	–	﹤0.01%	1145
2025 Q4	$8.83K	Hold	214	–	–	﹤0.01%	1117
2025 Q3	$8.9K	Hold	214	–	–	﹤0.01%	1135
2025 Q2	$8.9K	Hold	214	–	–	﹤0.01%	976
2025 Q1	$8.8K	Hold	214	–	–	﹤0.01%	699
2024 Q4	$8.93K	Hold	214	–	–	﹤0.01%	702
2024 Q3	$8.94K	Hold	214	–	–	﹤0.01%	693
2024 Q2	$8.95K	Sell	214 -13	-6%	-$544	﹤0.01%	671
2024 Q1	$9.56K	Hold	227	–	–	﹤0.01%	637
2023 Q4	$9.52K	Hold	227	–	–	﹤0.01%	600
2023 Q3	$9.52K	Hold	227	–	–	﹤0.01%	591
2023 Q2	$9.5K	Hold	227	–	–	﹤0.01%	600
2023 Q1	$9.41K	Hold	227	–	–	﹤0.01%	605
2022 Q4	$9	Hold	227	–	–	﹤0.01%	628
2022 Q3	$9	Hold	227	–	–	﹤0.01%	617
2022 Q2	$9	Hold	227	–	–	﹤0.01%	619
2022 Q1	$10	Buy	227 +1	+0.4%	+$45	﹤0.01%	615
2021 Q4	$10	Hold	226	–	–	﹤0.01%	594
2021 Q3	$10	Hold	226	–	–	﹤0.01%	584
2021 Q2	$10	Hold	226	–	–	﹤0.01%	576
2021 Q1	$10	Buy	+226	New	+$10.4K	﹤0.01%	560

Other funds holding SRLN

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

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 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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westside Investment Management's SRLN Position: Q2 2026 in Review

Westside Investment Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 214 shares — an estimated $8.59K sold.

Westside Investment Management first reported a position in SRLN in Q1 2021 and held it in 21 quarters. The position peaked at $9.56K in Q1 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Westside Investment Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 214 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $8.59K.
Westside Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and held it in 21 quarters.
Westside Investment Management's State Street Blackstone Senior Loan ETF position peaked at $9.56K in Q1 2024.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.