Covestor’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Covestor’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 Q1	–	Sell	-33	Closed	-$2K	–	2706
2024 Q4	$2K	Buy	33 +6	+22%	+$282	﹤0.01%	1939
2024 Q3	$1K	Sell	27 -3	-10%	-$142	﹤0.01%	2099
2024 Q2	$1K	Sell	30 -1	-3%	-$47	﹤0.01%	2124
2024 Q1	$1K	Buy	31 +2	+7%	+$94	﹤0.01%	2113
2023 Q4	$1K	Buy	29 +1	+4%	+$47	﹤0.01%	2037
2023 Q3	$1K	Sell	28 -7	-20%	-$325	﹤0.01%	2000
2023 Q2	$2K	Buy	35 +2	+6%	+$93	﹤0.01%	1870
2023 Q1	$2K	Sell	33 -5	-13%	-$232	﹤0.01%	1790
2022 Q4	$2K	Buy	38 +2	+6%	+$92	﹤0.01%	1809
2022 Q3	$2K	Sell	36 -30	-45%	-$1.4K	﹤0.01%	1739
2022 Q2	$3K	Sell	66 -9	-12%	-$423	﹤0.01%	1554
2022 Q1	$4K	Buy	75 +4	+6%	+$193	﹤0.01%	1564
2021 Q4	$4K	Buy	+71	New	+$3.5K	0.01%	1420

Other funds holding STOT

LPL Financial San Diego, California $377B AUM 19.32% 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Covestor's STOT Position: Q1 2025 in Review

Covestor sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2025, closing a stake of 33 shares — an estimated $2K sold.

Covestor first reported a position in STOT in Q4 2021 and held it in 13 quarters. The position peaked at $4K in Q1 2022. 60 funds tracked by Wall St. Rank hold STOT as of Q1 2025.

Covestor reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
Covestor sold 33 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2025, an estimated $2K.
Covestor first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2021 and held it in 13 quarters.
Covestor's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4K in Q1 2022.
60 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.