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WR Wealth Planners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.19K Buy
53
+2
+4% +$84 ﹤0.01% 843
2024
Q3 		$2.13K Buy
51
+1
+2% +$42 ﹤0.01% 895
2024
Q2 		$2.09K Hold
50
– – ﹤0.01% 879
2024
Q1 		$2.11K Buy
+50
New +$2.1K ﹤0.01% 873

Other funds holding SRLN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
SIM
Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

WR Wealth Planners's SRLN Position: Q4 2024 in Review

WR Wealth Planners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.9% in Q4 2024, buying an estimated $84 and bringing the position to 53 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

WR Wealth Planners first reported a position in SRLN in Q1 2024 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

  • WR Wealth Planners held 53 shares of State Street Blackstone Senior Loan ETF worth $2.19K as of Q4 2024.
  • WR Wealth Planners bought 2 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $84.
  • State Street Blackstone Senior Loan ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #843 holding.
  • WR Wealth Planners first reported a position in State Street Blackstone Senior Loan ETF in Q1 2024 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.