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

MBL 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
2025
Q3 		– Sell
-8,525
Closed -$404K – 259
2025
Q2 		$404K Sell
8,525
-150
-2% -$7.07K 0.04% 157
2025
Q1 		$410K Sell
8,675
-2,492
-22% -$117K 0.04% 150
2024
Q4 		$523K Sell
11,167
-500
-4% -$23.5K 0.05% 136
2024
Q3 		$554K Sell
11,667
-860
-7% -$40.6K 0.06% 130
2024
Q2 		$587K Sell
12,527
-115,684
-90% -$5.41M 0.07% 120
2024
Q1 		$6.02M Buy
128,211
+114,179
+814% +$5.36M 0.68% 33
2023
Q4 		$657K Buy
14,032
+5,351
+62% +$249K 0.08% 100
2023
Q3 		$403K Buy
+8,681
New +$403K 0.06% 125
2022
Q4 		– Sell
-14,753
Closed -$679K – 174
2022
Q3 		$679K Sell
14,753
-21,948
-60% -$1.02M 0.15% 77
2022
Q2 		$1.71M Sell
36,701
-2,271
-6% -$107K 0.43% 50
2022
Q1 		$1.86M Buy
+38,972
New +$1.88M 0.45% 43
2021
Q3 		$6.98M Buy
+140,870
New +$7M 2.41% 12
2021
Q1 		$6.54M Buy
131,735
+7,050
+6% +$351K 2.28% 13
2020
Q4 		$6.21M Buy
+124,685
New +$6.22M 2.46% 13

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

MBL Wealth's STOT Position: Q3 2025 in Review

MBL Wealth sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2025, closing a stake of 8,525 shares — an estimated $404K sold.

MBL Wealth first reported a position in STOT in Q4 2020 and held it in 14 quarters. The position peaked at $6.98M in Q3 2021. 68 funds tracked by Wall St. Rank hold STOT as of Q3 2025.

  • MBL Wealth reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
  • MBL Wealth sold 8,525 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2025, an estimated $404K.
  • MBL Wealth first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2020 and held it in 14 quarters.
  • MBL Wealth's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $6.98M in Q3 2021.
  • 68 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2025.

Based on MBL Wealth's 13F filing for Q3 2025, filed 16 Oct 2025.