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Sharkey, Howes & Javer’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Sharkey, Howes & Javer’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
2024
Q4 		– Sell
-4,214
Closed -$200K – 154
2024
Q3 		$200K Buy
+4,214
New +$199K 0.03% 142

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Sharkey, Howes & Javer's STOT Position: Q4 2024 in Review

Sharkey, Howes & Javer sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2024, closing a stake of 4,214 shares — an estimated $200K sold.

Sharkey, Howes & Javer first reported a position in STOT in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 63 funds tracked by Wall St. Rank hold STOT as of Q4 2024.

  • Sharkey, Howes & Javer reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 4,214 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2024, an estimated $200K.
  • Sharkey, Howes & Javer first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2024 and held it in 1 quarter.
  • Sharkey, Howes & Javer's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $200K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2024, filed 5 Feb 2025.