O'Donnell Financial Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

O'Donnell Financial Services’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
2023 Q1	–	Sell	-4,638	Closed	-$214K	–	24
2022 Q4	$214K	Sell	4,638 -4	-0.1%	-$184	1.96%	15
2022 Q3	$214K	Sell	4,642 -820	-15%	-$38.2K	0.75%	22
2022 Q2	$254K	Hold	5,462	–	–	0.21%	30
2022 Q1	$260K	Hold	5,462	–	–	0.12%	33
2021 Q4	$265K	Buy	5,462 +1	+0%	+$49	0.12%	36
2021 Q3	$271K	Buy	+5,461	New	+$271K	0.13%	40

Other funds holding STOT

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

O'Donnell Financial Services's STOT Position: Q1 2023 in Review

O'Donnell Financial Services sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2023, closing a stake of 4,638 shares — an estimated $214K sold.

O'Donnell Financial Services first reported a position in STOT in Q3 2021 and held it in 6 quarters. The position peaked at $271K in Q3 2021. 46 funds tracked by Wall St. Rank hold STOT as of Q1 2023.

O'Donnell Financial Services reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
O'Donnell Financial Services sold 4,638 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2023, an estimated $214K.
O'Donnell Financial Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2021 and held it in 6 quarters.
O'Donnell Financial Services's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $271K in Q3 2021.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2023.

Based on O'Donnell Financial Services's 13F filing for Q1 2023, filed 20 Apr 2023.