Whitford Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-98,670
Closed -$4.06M 18
2025
Q1
$4.06M Sell
98,670
-308,301
-76% -$12.7M 5.17% 7
2024
Q4
$17M Buy
406,971
+334,786
+464% +$14M 4.55% 7
2024
Q3
$3.01M Sell
72,185
-47,784
-40% -$2M 1.71% 11
2024
Q2
$5.01M Sell
119,969
-16
-0% -$669 2.92% 3
2024
Q1
$5.05M Buy
119,985
+485
+0.4% +$20.4K 2.84% 3
2023
Q4
$5.01M Buy
+119,500
New +$5.01M 1.97% 15