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JBR Co Financial Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

JBR Co Financial 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
Q4 		– Sell
-7,966
Closed -$378K – 104
2024
Q3 		$378K Buy
7,966
+466
+6% +$22K 0.25% 75
2024
Q2 		$351K Buy
7,500
+782
+12% +$36.6K 0.25% 74
2024
Q1 		$316K Buy
+6,718
New +$315K 0.25% 73

Other funds holding STOT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

JBR Co Financial Management's STOT Position: Q4 2024 in Review

JBR Co Financial Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2024, closing a stake of 7,966 shares — an estimated $378K sold.

JBR Co Financial Management first reported a position in STOT in Q1 2024 and held it in 3 quarters. The position peaked at $378K in Q3 2024. 63 funds tracked by Wall St. Rank hold STOT as of Q4 2024.

  • JBR Co Financial Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 7,966 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2024, an estimated $378K.
  • JBR Co Financial Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2024 and held it in 3 quarters.
  • JBR Co Financial Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $378K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2024.

Based on JBR Co Financial Management's 13F filing for Q4 2024, filed 4 Feb 2025.