Larson Financial Group’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
10,383
-2,236
| -18% | -$106K | 0.02% | 434 |
|
|
2025
Q1 | $596K | Sell |
12,619
-1,858
| -13% | -$87.8K | 0.03% | 350 |
|
|
2024
Q4 | $678K | Sell |
14,477
-520
| -3% | -$24.4K | 0.04% | 295 |
|
|
2024
Q3 | $712K | Sell |
14,997
-35
| -0.2% | -$1.66K | 0.04% | 271 |
|
|
2024
Q2 | $704K | Sell |
15,032
-1,125
| -7% | -$52.7K | 0.05% | 223 |
|
|
2024
Q1 | $759K | Sell |
16,157
-2,088
| -11% | -$98.1K | 0.06% | 190 |
|
|
2023
Q4 | $855K | Sell |
18,245
-1,004
| -5% | -$47K | 0.07% | 162 |
|
|
2023
Q3 | $893K | Sell |
19,249
-646
| -3% | -$30K | 0.09% | 162 |
|
|
2023
Q2 | $924K | Sell |
19,895
-805
| -4% | -$37.4K | 0.09% | 158 |
|
|
2023
Q1 | $961K | Sell |
20,700
-1,009
| -5% | -$46.9K | 0.1% | 155 |
|
|
2022
Q4 | $1M | Buy |
21,709
+320
| +1% | +$14.7K | 0.12% | 149 |
|
|
2022
Q3 | $984K | Sell |
21,389
-706
| -3% | -$32.5K | 0.14% | 132 |
|
|
2022
Q2 | $1.03M | Sell |
22,095
-2,184
| -9% | -$102K | 0.18% | 66 |
|
|
2022
Q1 | $1.16M | Sell |
24,279
-1,390
| -5% | -$66.3K | 0.19% | 67 |
|
|
2021
Q4 | $1.26M | Buy |
+25,669
| New | +$1.26M | 0.2% | 63 |
|