Synergy Asset Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Other funds holding STOT
SIG
FIA
HA
PCP
GLR
FFN
Synergy Asset Management's STOT Position: Q1 2025 in Review
Synergy Asset Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2025, closing a stake of 26,453 shares — an estimated $1.25M sold.
Synergy Asset Management first reported a position in STOT in Q3 2023 and held it in 6 quarters. The position peaked at $1.25M in Q4 2024. 60 funds tracked by Wall St. Rank hold STOT as of Q1 2025.
- Synergy Asset Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
- Synergy Asset Management sold 26,453 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2025, an estimated $1.25M.
- Synergy Asset Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2023 and held it in 6 quarters.
- Synergy Asset Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.25M in Q4 2024.
- 60 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2025.
Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.