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

WESPAC Advisors SoCal’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
2025
Q1 		– Sell
-51,028
Closed -$2.39M – 112
2024
Q4 		$2.39M Buy
51,028
+10,127
+25% +$476K 0.54% 49
2024
Q3 		$1.94M Buy
+40,901
New +$1.93M 0.45% 53

Other funds holding STOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

WESPAC Advisors SoCal's STOT Position: Q1 2025 in Review

WESPAC Advisors SoCal sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2025, closing a stake of 51,028 shares — an estimated $2.39M sold.

WESPAC Advisors SoCal first reported a position in STOT in Q3 2024 and held it in 2 quarters. The position peaked at $2.39M in Q4 2024. 60 funds tracked by Wall St. Rank hold STOT as of Q1 2025.

  • WESPAC Advisors SoCal reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 51,028 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2025, an estimated $2.39M.
  • WESPAC Advisors SoCal first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2024 and held it in 2 quarters.
  • WESPAC Advisors SoCal's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $2.39M 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 WESPAC Advisors SoCal's 13F filing for Q1 2025, filed 6 May 2025.