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

Fairway Wealth’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
-82
Closed -$3.88K – 257
2025
Q4 		$3.88K Buy
+82
New +$3.88K ﹤0.01% 186

Other funds holding STOT

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fairway Wealth's STOT Position: Q1 2026 in Review

Fairway Wealth sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2026, closing a stake of 82 shares — an estimated $3.88K sold.

Fairway Wealth first reported a position in STOT in Q4 2025 and held it in 1 quarter. The position peaked at $3.88K in Q4 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

  • Fairway Wealth reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
  • Fairway Wealth sold 82 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $3.88K.
  • Fairway Wealth first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2025 and held it in 1 quarter.
  • Fairway Wealth's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $3.88K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.