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Pacific Center for Financial Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Pacific Center for 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
2026
Q1 		$81.1K Buy
1,720
+14
+0.8% +$662 0.02% 161
2025
Q4 		$80.9K Hold
1,706
– – 0.02% 162
2025
Q3 		$80.9K Sell
1,706
-178
-9% -$8.42K 0.02% 162
2025
Q2 		$89.2K Buy
1,884
+9
+0.5% +$424 0.02% 146
2025
Q1 		$88.6K Buy
1,875
+6
+0.3% +$282 0.02% 141
2024
Q4 		$87.6K Buy
1,869
+13
+0.7% +$611 0.02% 148
2024
Q3 		$88.1K Sell
1,856
-406
-18% -$19.2K 0.02% 142
2024
Q2 		$106K Sell
2,262
-154
-6% -$7.2K 0.03% 128
2024
Q1 		$114K Buy
2,416
+10
+0.4% +$469 0.03% 128
2023
Q4 		$113K Sell
2,406
-512
-18% -$23.8K 0.04% 122
2023
Q3 		$135K Buy
2,918
+20
+0.7% +$929 0.05% 102
2023
Q2 		$135K Buy
2,898
+19
+0.7% +$882 0.04% 106
2023
Q1 		$134K Buy
+2,879
New +$134K 0.05% 106
2022
Q3 		$388K Buy
8,435
+33
+0.4% +$1.54K 0.15% 50
2022
Q2 		$392K Sell
8,402
-2,600
-24% -$122K 0.16% 46
2022
Q1 		$525K Buy
11,002
+1,577
+17% +$76.1K 0.19% 41
2021
Q4 		$463K Sell
9,425
-1,137
-11% -$56K 0.19% 42
2021
Q3 		$524K Sell
10,562
-187
-2% -$9.29K 0.23% 41
2021
Q2 		$535K Sell
10,749
-292
-3% -$14.5K 0.23% 39
2021
Q1 		$548K Buy
+11,041
New +$550K 0.26% 34

Other funds holding STOT

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
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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Center for Financial Services's STOT Position: Q1 2026 in Review

Pacific Center for Financial Services increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.82% in Q1 2026, buying an estimated $662 and bringing the position to 1,720 shares worth $81.1K. The position accounts for 0.02% of the portfolio, ranked #161.

Pacific Center for Financial Services first reported a position in STOT in Q1 2021 and has held it in 20 quarters since. The position peaked at $548K in Q1 2021. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

  • Pacific Center for Financial Services held 1,720 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $81.1K as of Q1 2026.
  • Pacific Center for Financial Services bought 14 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $662.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.02% of Pacific Center for Financial Services's portfolio in Q1 2026, its #161 holding.
  • Pacific Center for Financial Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2021 and has held it in 20 quarters since.
  • Pacific Center for Financial Services's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $548K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.