Wilkerson Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wilkerson Advisory Group’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	$2.35K	Buy	58 +1	+2%	+$40	﹤0.01%	544
2026 Q1	$2.3K	Hold	57	–	–	﹤0.01%	533
2025 Q4	$2.34K	Buy	+57	New	+$2.35K	﹤0.01%	505

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

Wilkerson Advisory Group's SRLN Position: Q2 2026 in Review

Wilkerson Advisory Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.8% in Q2 2026, buying an estimated $40 and bringing the position to 58 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Wilkerson Advisory Group first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Wilkerson Advisory Group held 58 shares of State Street Blackstone Senior Loan ETF worth $2.35K as of Q2 2026.
Wilkerson Advisory Group bought 1 State Street Blackstone Senior Loan ETF share in Q2 2026, an estimated $40.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #544 holding.
Wilkerson Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.