Clear Perspective Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$1.93M	Sell	39,219 -1,010	-3%	-$49.8K	0.58%	31
2021 Q3	$1.99M	Buy	40,229 +300	+0.8%	+$14.9K	0.68%	26
2021 Q2	$1.99M	Sell	39,929 -3,058	-7%	-$152K	0.69%	30
2021 Q1	$2.13M	Buy	42,987 +2,300	+6%	+$115K	0.83%	24
2020 Q4	$2.03M	Buy	40,687 +7,860	+24%	+$392K	0.83%	25
2020 Q3	$477	Buy	32,827 +4,796	+17%	+$239K	0.22%	80
2020 Q2	$1.39M	Buy	28,031 +1,305	+5%	+$64.1K	0.76%	25
2020 Q1	$1.29M	Buy	26,726 +3,737	+16%	+$185K	0.86%	24
2019 Q4	$1.14M	Sell	22,989 -11,720	-34%	-$581K	0.7%	35
2019 Q3	$1.72M	Buy	34,709 +17,523	+102%	+$869K	0.78%	31
2019 Q2	$854K	Buy	17,186 +3,577	+26%	+$176K	0.55%	46
2019 Q1	$670K	Buy	+13,609	New	+$666K	0.48%	57

Other funds holding STOT

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Perspective Advisors's STOT Position: Q4 2021 in Review

Clear Perspective Advisors reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 2.5% in Q4 2021, selling an estimated $49.8K and leaving 39,219 shares worth $1.93M. The position accounts for 0.58% of the portfolio, ranked #31.

Clear Perspective Advisors first reported a position in STOT in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.13M in Q1 2021. 49 funds tracked by Wall St. Rank hold STOT as of Q4 2021.

Clear Perspective Advisors held 39,219 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.93M as of Q4 2021.
Clear Perspective Advisors sold 1,010 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2021, an estimated $49.8K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.58% of Clear Perspective Advisors's portfolio in Q4 2021, its #31 holding.
Clear Perspective Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2019 and has held it in 12 quarters since.
Clear Perspective Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $2.13M in Q1 2021.
49 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.