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

Glen Eagle 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	$218K	Sell	4,635 -1,229	-21%	-$58.1K	0.03%	250
2025 Q4	$277K	Sell	5,864 -233	-4%	-$11K	0.04%	232
2025 Q3	$289K	Buy	6,097 +61	+1%	+$2.88K	0.04%	228
2025 Q2	$286K	Sell	6,036 -80	-1%	-$3.77K	0.04%	215
2025 Q1	$289K	Sell	6,116 -2,163	-26%	-$102K	0.05%	212
2024 Q4	$388K	Sell	8,279 -418	-5%	-$19.7K	0.06%	166
2024 Q3	$413K	Sell	8,697 -5,757	-40%	-$272K	0.07%	162
2024 Q2	$677K	Sell	14,454 -5,816	-29%	-$272K	0.12%	113
2024 Q1	$953K	Sell	20,270 -10,185	-33%	-$478K	0.18%	96
2023 Q4	$1.43M	Sell	30,455 -2,865	-9%	-$133K	0.3%	66
2023 Q3	$1.55M	Sell	33,320 -56,880	-63%	-$2.64M	0.36%	62
2023 Q2	$4.19M	Buy	90,200 +5,395	+6%	+$250K	0.97%	25
2023 Q1	$3.94M	Buy	84,805 +45,174	+114%	+$2.1M	0.99%	26
2022 Q4	$1.83M	Buy	39,631 +39,531	+39,531%	+$1.81M	0.5%	46
2022 Q3	$4.6K	Hold	100	–	–	﹤0.01%	724
2022 Q2	$4.66K	Hold	100	–	–	﹤0.01%	725
2022 Q1	$4.77K	Hold	100	–	–	﹤0.01%	717
2021 Q4	$4.91K	Hold	100	–	–	﹤0.01%	713
2021 Q3	$4.96K	Hold	100	–	–	﹤0.01%	818
2021 Q2	$4.98K	Hold	100	–	–	﹤0.01%	819
2021 Q1	$4.96K	Hold	100	–	–	﹤0.01%	770
2020 Q4	$4.98K	Sell	100 -48	-32%	-$2.39K	﹤0.01%	743
2020 Q3	$7.34K	Sell	148 -64	-30%	-$3.18K	﹤0.01%	645
2020 Q2	$10.5K	Sell	212 -413	-66%	-$20.3K	0.01%	556
2020 Q1	$30.1K	Buy	625 +400	+178%	+$19.8K	0.02%	332
2019 Q4	$11.1K	Hold	225	–	–	0.01%	562
2019 Q3	$11.2K	Hold	225	–	–	0.01%	493
2019 Q2	$11.2K	Hold	225	–	–	0.01%	477
2019 Q1	$11.1K	Buy	225 +125	+125%	+$6.12K	0.01%	467
2018 Q4	$4.86K	Buy	+100	New	+$4.85K	﹤0.01%	562

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 $186M AUM 13.27% 1-Year Est. Return

Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return

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

Glen Eagle Advisors's STOT Position: Q1 2026 in Review

Glen Eagle Advisors reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 21% in Q1 2026, selling an estimated $58.1K and leaving 4,635 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #250.

Glen Eagle Advisors first reported a position in STOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.19M in Q2 2023. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Glen Eagle Advisors held 4,635 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $218K as of Q1 2026.
Glen Eagle Advisors sold 1,229 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $58.1K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.03% of Glen Eagle Advisors's portfolio in Q1 2026, its #250 holding.
Glen Eagle Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2018 and has held it in 30 quarters since.
Glen Eagle Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4.19M in Q2 2023.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.