Zions Bancorporation’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Zions Bancorporation’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	$79.2K	Buy	1,897 +1,663	+711%	+$69.6K	0.01%	384
2024 Q3	$9.77K	Buy	+234	New	+$9.74K	﹤0.01%	627
2024 Q1	–	Sell	-12,524	Closed	-$525K	–	929
2023 Q4	$525K	Buy	+12,524	New	+$522K	0.04%	249
2023 Q3	–	Sell	-383	Closed	-$16K	–	916
2023 Q2	$16K	Sell	383 -59	-13%	-$2.44K	﹤0.01%	555
2023 Q1	$18.3K	Sell	442 -11,976	-96%	-$498K	﹤0.01%	554
2022 Q4	$508K	Buy	+12,418	New	+$511K	0.04%	244
2022 Q1	–	Sell	-19,946	Closed	-$910K	–	1174
2021 Q4	$910K	Buy	+19,946	New	+$912K	0.08%	144
2020 Q1	–	Sell	-671	Closed	-$31K	–	978
2019 Q4	$31K	Buy	+671	New	+$30.9K	﹤0.01%	509

Other funds holding SRLN

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 5.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Zions Bancorporation's SRLN Position: Q4 2024 in Review

Zions Bancorporation increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 711% in Q4 2024, buying an estimated $69.6K and bringing the position to 1,897 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #384.

Zions Bancorporation first reported a position in SRLN in Q4 2019 and has held it in 8 quarters since. The position peaked at $910K in Q4 2021. 528 funds tracked by Wall St. Rank hold SRLN as of Q4 2024.

Zions Bancorporation held 1,897 shares of State Street Blackstone Senior Loan ETF worth $79.2K as of Q4 2024.
Zions Bancorporation bought 1,663 State Street Blackstone Senior Loan ETF shares in Q4 2024, an estimated $69.6K.
State Street Blackstone Senior Loan ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #384 holding.
Zions Bancorporation first reported a position in State Street Blackstone Senior Loan ETF in Q4 2019 and has held it in 8 quarters since.
Zions Bancorporation's State Street Blackstone Senior Loan ETF position peaked at $910K in Q4 2021.
528 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.