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Whalen Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Whalen Wealth 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
Q1 		– Sell
-29,109
Closed -$1.2M – 223
2025
Q4 		$1.2M Buy
+29,109
New +$1.2M 0.64% 44

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whalen Wealth Management's SRLN Position: Q1 2026 in Review

Whalen Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 29,109 shares — an estimated $1.2M sold.

Whalen Wealth Management first reported a position in SRLN in Q4 2025 and held it in 1 quarter. The position peaked at $1.2M in Q4 2025. 486 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Whalen Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 29,109 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $1.2M.
  • Whalen Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.2M in Q4 2025.
  • 486 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.