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

Eldridge Investment 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
2026 Q1	–	Sell	-26,248	Closed	-$1.24M	–	163
2025 Q4	$1.24M	Sell	26,248 -316	-1%	-$15K	0.27%	64
2025 Q3	$1.26M	Sell	26,564 -946	-3%	-$44.7K	0.29%	62
2025 Q2	$1.3M	Sell	27,510 -4,533	-14%	-$213K	0.27%	66
2025 Q1	$1.51M	Sell	32,043 -9,188	-22%	-$432K	0.35%	60
2024 Q4	$1.93M	Buy	41,231 +451	+1%	+$21.2K	0.45%	51
2024 Q3	$1.94M	Buy	40,780 +8,104	+25%	+$383K	0.45%	49
2024 Q2	$1.53M	Sell	32,676 -10,151	-24%	-$475K	0.39%	59
2024 Q1	$2.01M	Sell	42,827 -4,065	-9%	-$191K	0.52%	43
2023 Q4	$2.2M	Buy	46,892 +41,892	+838%	+$1.95M	0.58%	42
2023 Q3	$231K	Buy	+5,000	New	+$232K	0.08%	129

Other funds holding STOT

FIA

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIG

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

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

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

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

Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return

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

Eldridge Investment Advisors's STOT Position: Q1 2026 in Review

Eldridge Investment Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2026, closing a stake of 26,248 shares — an estimated $1.24M sold.

Eldridge Investment Advisors first reported a position in STOT in Q3 2023 and held it in 10 quarters. The position peaked at $2.2M in Q4 2023. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Eldridge Investment Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
Eldridge Investment Advisors sold 26,248 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $1.24M.
Eldridge Investment Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2023 and held it in 10 quarters.
Eldridge Investment Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $2.2M in Q4 2023.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.