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Briaud Financial Planning’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Briaud Financial Planning’s Portfolio STOT Stock Details STOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-99
Closed -$4K – 300
2025
Q2 		$4K Buy
+99
New +$4.66K ﹤0.01% 303

Other funds holding STOT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Briaud Financial Planning's STOT Position: Q3 2025 in Review

Briaud Financial Planning sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2025, closing a stake of 99 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in STOT in Q2 2025 and held it in 1 quarter. The position peaked at $4K in Q2 2025. 68 funds tracked by Wall St. Rank hold STOT as of Q3 2025.

  • Briaud Financial Planning reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 99 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.