Number of Shares
125,385.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
3.03%
Total Estimate Gain
$-1.26 Mil
% of Total Estimate Gain
-2.39%

Sage Advisory Services, Ltd.Co.'s SPDR Blackstone Senior Loan ETF Holding Summary

As of 2025-03-31, Sage Advisory Services, Ltd.Co. held 125,385.00 shares of SPDR Blackstone Senior Loan ETF(SRLN), totaling $5.16 Mil. This investment constitutes 3.03% of their stock portfolio, and Sage Advisory Services, Ltd.Co. now holds 0.08% of the outstanding SPDR Blackstone Senior Loan ETF(SRLN) stock.

The initial trade took place in 2018Q2. And since then Sage Advisory Services, Ltd.Co. has made 13 purchases of SRLN, at an average price of $45.65, for a total of 1.15 Mil shares. In addition, there have been 3 sales at an average price of $44.92 for 1.03 Mil shares. Based on historical transaction data and SRLN's current price of $41.57, Sage Advisory Services, Ltd.Co.'s estimated gain on his SRLN holdings is $-1.26 Mil, reflecting a -2.39% gain to date.

Sage Advisory Services, Ltd.Co. SRLN ($41.57) Holding Chart

Sage Advisory Services, Ltd.Co. SRLN ($41.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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