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New Millennium Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

New Millennium Group’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
Q4 		$37.9K Sell
801
-53
-6% -$2.51K 0.02% 131
2025
Q3 		$40.5K Hold
854
– – 0.02% 136
2025
Q2 		$40.4K Hold
854
– – 0.02% 110
2025
Q1 		$40.4K Hold
854
– – 0.03% 101
2024
Q4 		$40K Buy
+854
New +$40.2K 0.02% 104

Other funds holding STOT

Raymond James Financial
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

New Millennium Group's STOT Position: Q4 2025 in Review

New Millennium Group reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 6.2% in Q4 2025, selling an estimated $2.51K and leaving 801 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #131.

New Millennium Group first reported a position in STOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $40.5K in Q3 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q4 2025.

  • New Millennium Group held 801 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $37.9K as of Q4 2025.
  • New Millennium Group sold 53 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2025, an estimated $2.51K.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #131 holding.
  • New Millennium Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2024 and has held it in 5 quarters since.
  • New Millennium Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $40.5K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.