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Tenon Financial’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Tenon Financial’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
Q2 		– Sell
-5,140
Closed -$242K – 43
2024
Q1 		$242K Buy
+5,140
New +$241K 0.2% 34

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 $377B AUM 19.32% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tenon Financial's STOT Position: Q2 2024 in Review

Tenon Financial sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2024, closing a stake of 5,140 shares — an estimated $242K sold.

Tenon Financial first reported a position in STOT in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 56 funds tracked by Wall St. Rank hold STOT as of Q2 2024.

  • Tenon Financial reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2024 after selling out during the quarter.
  • Tenon Financial sold 5,140 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2024, an estimated $242K.
  • Tenon Financial first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2024 and held it in 1 quarter.
  • Tenon Financial's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $242K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2024.

Based on Tenon Financial's 13F filing for Q2 2024, filed 26 Jul 2024.