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

Wetzel Investment Advisors’s Portfolio SRLN Stock Details SRLN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$340K Sell
8,187
-5,412
-40% -$225K 0.16% 86
2025
Q1 		$559K Buy
13,599
+5,374
+65% +$221K 0.28% 62
2024
Q4 		$343K Buy
8,225
+1,677
+26% +$70K 0.17% 83
2024
Q3 		$273K Buy
+6,548
New +$273K 0.14% 100