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F.L. Putnam Investment Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

F.L. Putnam Investment Management’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
2024
Q3 		– Sell
-1,660
Closed -$77.8K – 719
2024
Q2 		$77.8K Buy
+1,660
New +$77.6K ﹤0.01% 573

Other funds holding STOT

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

F.L. Putnam Investment Management's STOT Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2024, closing a stake of 1,660 shares — an estimated $77.8K sold.

F.L. Putnam Investment Management first reported a position in STOT in Q2 2024 and held it in 1 quarter. The position peaked at $77.8K in Q2 2024. 63 funds tracked by Wall St. Rank hold STOT as of Q3 2024.

  • F.L. Putnam Investment Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 1,660 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2024, an estimated $77.8K.
  • F.L. Putnam Investment Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2024 and held it in 1 quarter.
  • F.L. Putnam Investment Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $77.8K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.