1 North Wealth Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-185
Closed -$8.74K 280
2025
Q1
$8.74K Buy
+185
New +$8.69K ﹤0.01% 160
2019
Q4
$726K Buy
14,680
+1,773
+14% +$87.9K 0.45% 48
2019
Q3
$641K Buy
+12,907
New +$640K 0.43% 49
2019
Q1
$579K Sell
11,764
-3,785
-24% -$185K 0.41% 47
2018
Q4
$756K Buy
+15,549
New +$755K 0.63% 42

Other funds holding STOT

1 North Wealth Services's STOT Position: Q2 2025 in Review

1 North Wealth Services sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2025, closing a stake of 185 shares — an estimated $8.74K sold.

1 North Wealth Services first reported a position in STOT in Q4 2018 and held it in 5 quarters. The position peaked at $756K in Q4 2018. 65 funds tracked by Wall St. Rank hold STOT as of Q2 2025.

  • 1 North Wealth Services reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • 1 North Wealth Services sold 185 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2025, an estimated $8.74K.
  • 1 North Wealth Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2018 and held it in 5 quarters.
  • 1 North Wealth Services's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $756K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2025.

Based on 1 North Wealth Services's 13F filing for Q2 2025, filed 23 Jul 2025.