EFS
Essex Financial Services’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
15,729
-845
| -5% | -$40K | 0.05% | 327 |
|
|
2025
Q1 | $783K | Buy |
16,574
+973
| +6% | +$46K | 0.06% | 287 |
|
|
2024
Q4 | $731K | Sell |
15,601
-793
| -5% | -$37.2K | 0.05% | 299 |
|
|
2024
Q3 | $772K | Buy |
16,394
+9,428
| +135% | +$444K | 0.06% | 292 |
|
|
2024
Q2 | $329K | Buy |
+6,966
| New | +$329K | 0.02% | 457 |
|