Essex Financial 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
2026
Q1
$700K Buy
14,846
+1
+0% +$47 0.04% 361
2025
Q4
$702K Buy
14,845
+385
+3% +$18.2K 0.04% 366
2025
Q3
$685K Sell
14,460
-1,269
-8% -$60K 0.04% 351
2025
Q2
$745K Sell
15,729
-845
-5% -$39.8K 0.05% 327
2025
Q1
$783K Buy
16,574
+973
+6% +$45.7K 0.06% 287
2024
Q4
$731K Sell
15,601
-793
-5% -$37.3K 0.05% 299
2024
Q3
$772K Buy
16,394
+9,428
+135% +$445K 0.06% 292
2024
Q2
$329K Buy
+6,966
New +$326K 0.02% 457

Other funds holding STOT

Essex Financial Services's STOT Position: Q1 2026 in Review

Essex Financial Services increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.01% in Q1 2026, buying an estimated $47 and bringing the position to 14,846 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #361.

Essex Financial Services first reported a position in STOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $783K in Q1 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

  • Essex Financial Services held 14,846 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $700K as of Q1 2026.
  • Essex Financial Services bought 1 State Street DoubleLine Short Duration Total Return Tactical ETF share in Q1 2026, an estimated $47.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #361 holding.
  • Essex Financial Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2024 and has held it in 8 quarters since.
  • Essex Financial Services's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $783K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.