UBS Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.1M Buy
276,896
+171,692
+163% +$8.12M ﹤0.01% 3059
2025
Q4
$4.97M Buy
105,204
+7,190
+7% +$341K ﹤0.01% 4038
2025
Q3
$4.64M Buy
98,014
+30,102
+44% +$1.42M ﹤0.01% 4118
2025
Q2
$3.22M Buy
67,912
+1,412
+2% +$66.5K ﹤0.01% 4326
2025
Q1
$3.14M Sell
66,500
-1,592
-2% -$74.8K ﹤0.01% 4267
2024
Q4
$3.19M Sell
68,092
-2,187
-3% -$103K ﹤0.01% 4266
2024
Q3
$3.34M Sell
70,279
-3,158
-4% -$149K ﹤0.01% 3476
2024
Q2
$3.44M Buy
73,437
+3,572
+5% +$167K ﹤0.01% 3215
2024
Q1
$3.28M Sell
69,865
-4,756
-6% -$223K ﹤0.01% 3418
2023
Q4
$3.5M Sell
74,621
-1,323
-2% -$61.5K ﹤0.01% 3162
2023
Q3
$3.52M Sell
75,944
-7,552
-9% -$351K ﹤0.01% 2913
2023
Q2
$3.88M Sell
83,496
-5,772
-6% -$268K ﹤0.01% 2832
2023
Q1
$4.15M Sell
89,268
-2,860
-3% -$133K ﹤0.01% 2694
2022
Q4
$4.25M Sell
92,128
-1,948
-2% -$89.4K ﹤0.01% 2664
2022
Q3
$4.33M Sell
94,076
-197,950
-68% -$9.22M ﹤0.01% 2488
2022
Q2
$13.6M Buy
292,026
+184,907
+173% +$8.69M 0.01% 1595
2022
Q1
$5.11M Buy
107,119
+4,775
+5% +$230K ﹤0.01% 2516
2021
Q4
$5.03M Buy
102,344
+1,142
+1% +$56.3K ﹤0.01% 2811
2021
Q3
$5.02M Buy
101,202
+535
+0.5% +$26.6K ﹤0.01% 2676
2021
Q2
$5.01M Sell
100,667
-3,432
-3% -$170K ﹤0.01% 2685
2021
Q1
$5.17M Buy
104,099
+4,178
+4% +$208K ﹤0.01% 2563
2020
Q4
$4.98M Buy
99,921
+2,775
+3% +$138K ﹤0.01% 2453
2020
Q3
$4.83M Sell
97,146
-4,526
-4% -$225K ﹤0.01% 2236
2020
Q2
$5.04M Sell
101,672
-4,145
-4% -$204K ﹤0.01% 2047
2020
Q1
$5.1M Sell
105,817
-32,365
-23% -$1.6M ﹤0.01% 1907
2019
Q4
$6.84M Sell
138,182
-32,579
-19% -$1.62M ﹤0.01% 2294
2019
Q3
$8.48M Buy
170,761
+1,147
+0.7% +$56.9K ﹤0.01% 1902
2019
Q2
$8.43M Buy
169,614
+653
+0.4% +$32.2K ﹤0.01% 1902
2019
Q1
$8.32M Sell
168,961
-22,749
-12% -$1.11M ﹤0.01% 1816
2018
Q4
$9.32M Buy
191,710
+34,075
+22% +$1.65M ﹤0.01% 1629
2018
Q3
$7.69M Buy
157,635
+4,198
+3% +$205K ﹤0.01% 1990
2018
Q2
$7.49M Buy
153,437
+43,968
+40% +$2.15M ﹤0.01% 1973
2018
Q1
$5.38M Sell
109,469
-10,071
-8% -$495K ﹤0.01% 2233
2017
Q4
$5.91M Buy
119,540
+8,363
+8% +$414K ﹤0.01% 2186
2017
Q3
$5.53M Sell
111,177
-25,200
-18% -$1.25M ﹤0.01% 2114
2017
Q2
$6.76M Buy
136,377
+3,945
+3% +$196K ﹤0.01% 1868
2017
Q1
$6.58M Buy
132,432
+38,932
+42% +$1.93M ﹤0.01% 1836
2016
Q4
$4.63M Buy
+93,500
New +$4.68M ﹤0.01% 2162
2016
Q3
Sell
-1,346
Closed -$68K 7919
2016
Q2
$68K Buy
+1,346
New +$67.5K ﹤0.01% 5294

Other funds holding STOT

UBS Group's STOT Position: Q1 2026 in Review

UBS Group increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 163% in Q1 2026, buying an estimated $8.12M and bringing the position to 276,896 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

UBS Group first reported a position in STOT in Q2 2016 and has held it in 39 quarters since. The position peaked at $13.6M in Q2 2022. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

  • UBS Group held 276,896 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $13.1M as of Q1 2026.
  • UBS Group bought 171,692 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $8.12M.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3059 holding.
  • UBS Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2016 and has held it in 39 quarters since.
  • UBS Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $13.6M in Q2 2022.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.