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

Snowden Capital 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
2026 Q1	–	Sell	-5,500	Closed	-$260K	–	1341
2025 Q4	$260K	Sell	5,500 -4,500	-45%	-$213K	0.01%	1101
2025 Q3	$474K	Hold	10,000	–	–	0.01%	807
2025 Q2	$474K	Buy	10,000 +1,500	+18%	+$70.6K	0.01%	791
2025 Q1	$402K	Sell	8,500 -4,350	-34%	-$204K	0.01%	847
2024 Q4	$602K	Sell	12,850 -1,000	-7%	-$47K	0.02%	690
2024 Q3	$657K	Sell	13,850 -3,800	-22%	-$179K	0.02%	653
2024 Q2	$827K	Sell	17,650 -1,000	-5%	-$46.8K	0.02%	563
2024 Q1	$876K	Hold	18,650	–	–	0.03%	541
2023 Q4	$874K	Buy	+18,650	New	+$868K	0.03%	478

Other funds holding STOT

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return

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

Snowden Capital Advisors's STOT Position: Q1 2026 in Review

Snowden Capital Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2026, closing a stake of 5,500 shares — an estimated $260K sold.

Snowden Capital Advisors first reported a position in STOT in Q4 2023 and held it in 9 quarters. The position peaked at $876K in Q1 2024. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Snowden Capital Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
Snowden Capital Advisors sold 5,500 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $260K.
Snowden Capital Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2023 and held it in 9 quarters.
Snowden Capital Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $876K in Q1 2024.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.