WAG
STOT icon

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

Winthrop Advisory Group’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
Q4 		– Sell
-992,564
Closed -$50.4M – 171
2024
Q3 		$50.4M Buy
+992,564
New +$46.9M 6.23% 5

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Winthrop Advisory Group's STOT Position: Q4 2024 in Review

Winthrop Advisory Group sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2024, closing a stake of 992,564 shares — an estimated $50.4M sold.

Winthrop Advisory Group first reported a position in STOT in Q3 2024 and held it in 1 quarter. The position peaked at $50.4M in Q3 2024. 63 funds tracked by Wall St. Rank hold STOT as of Q4 2024.

  • Winthrop Advisory Group reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • Winthrop Advisory Group sold 992,564 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2024, an estimated $50.4M.
  • Winthrop Advisory Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2024 and held it in 1 quarter.
  • Winthrop Advisory Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $50.4M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2024.

Based on Winthrop Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.