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

Wetzel 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
2026 Q2	$327K	Sell	8,107 -5,671	-41%	-$229K	0.11%	94
2026 Q1	$553K	Buy	13,778 +3,406	+33%	+$138K	0.22%	70
2025 Q4	$428K	Buy	10,372 +1,881	+22%	+$77.7K	0.17%	76
2025 Q3	$353K	Buy	8,491 +304	+4%	+$12.6K	0.15%	81
2025 Q2	$340K	Sell	8,187 -5,412	-40%	-$221K	0.16%	86
2025 Q1	$559K	Buy	13,599 +5,374	+65%	+$224K	0.28%	62
2024 Q4	$343K	Buy	8,225 +1,677	+26%	+$70.2K	0.17%	83
2024 Q3	$273K	Buy	+6,548	New	+$273K	0.14%	100

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

Wetzel Investment Advisors's SRLN Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 41% in Q2 2026, selling an estimated $229K and leaving 8,107 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #94.

Wetzel Investment Advisors first reported a position in SRLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $559K in Q1 2025. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Wetzel Investment Advisors held 8,107 shares of State Street Blackstone Senior Loan ETF worth $327K as of Q2 2026.
Wetzel Investment Advisors sold 5,671 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $229K.
State Street Blackstone Senior Loan ETF made up 0.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #94 holding.
Wetzel Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and has held it in 8 quarters since.
Wetzel Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $559K in Q1 2025.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.