WPG Advisers’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

WPG Advisers’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 Q3	$202	Hold	5	–	–	﹤0.01%	1540
2026 Q2	$201	Hold	5	–	–	﹤0.01%	1502
2026 Q1	$201	Hold	5	–	–	﹤0.01%	1437
2025 Q4	$206	Hold	5	–	–	﹤0.01%	1446
2025 Q3	$208	Hold	5	–	–	﹤0.01%	1417
2025 Q2	$208	Hold	5	–	–	﹤0.01%	1404
2025 Q1	$206	Hold	5	–	–	﹤0.01%	1405
2024 Q4	$209	Buy	+5	New	+$209	﹤0.01%	1430

Other funds holding SRLN

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

WPG Advisers's SRLN Position: Q3 2026 in Review

WPG Advisers held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q3 2026 at 5 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

WPG Advisers first reported a position in SRLN in Q4 2024 and has held it in 8 quarters since. The position peaked at $209 in Q4 2024. 144 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

WPG Advisers held 5 shares of State Street Blackstone Senior Loan ETF worth $202 as of Q3 2026.
WPG Advisers left its State Street Blackstone Senior Loan ETF share count unchanged in Q3 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of WPG Advisers's portfolio in Q3 2026, its #1540 holding.
WPG Advisers first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 8 quarters since.
WPG Advisers's State Street Blackstone Senior Loan ETF position peaked at $209 in Q4 2024.
144 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.