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Secured Retirement Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Secured Retirement Advisors’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
Q1 		– Sell
-22,518
Closed -$1.06M – 161
2024
Q4 		$1.06M Sell
22,518
-207
-0.9% -$9.73K 0.6% 73
2024
Q3 		$1.08M Sell
22,725
-33
-0.1% -$1.56K 0.78% 50
2024
Q2 		$1.07M Sell
22,758
-135
-0.6% -$6.31K 0.83% 47
2024
Q1 		$1.08M Sell
22,893
-412
-2% -$19.3K 0.91% 44
2023
Q4 		$1.09M Buy
+23,305
New +$1.08M 1.05% 39

Other funds holding STOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Secured Retirement Advisors's STOT Position: Q1 2025 in Review

Secured Retirement Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2025, closing a stake of 22,518 shares — an estimated $1.06M sold.

Secured Retirement Advisors first reported a position in STOT in Q4 2023 and held it in 5 quarters. The position peaked at $1.09M in Q4 2023. 60 funds tracked by Wall St. Rank hold STOT as of Q1 2025.

  • Secured Retirement Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 22,518 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2025, an estimated $1.06M.
  • Secured Retirement Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.09M in Q4 2023.
  • 60 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.