Eldridge Investment Advisors, Inc. STOT — Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf

Ownership history in Eldridge Investment Advisors, Inc.  ·  10 quarters on record

AI Ownership Summary

Eldridge Investment Advisors, Inc. reported Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf (STOT) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.52% in 2024 Q1. The latest visible filing shows STOT at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eldridge Investment Advisors, Inc.'s position in Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STOT was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STOT stock page Eldridge Investment Advisors, Inc. fund profile Eldridge Investment Advisors, Inc. full holdings
How Eldridge Investment Advisors, Inc. held STOT — position size vs. price
% of Fund (quarterly)    STOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 26,248 -316 -1.2% 0.27% $1.2M 2026-02-11 $46.51
2025 Q3 REDUCED — — — 26,564 -946 -3.4% 0.29% $1.3M 2025-11-13 $46.01
2025 Q2 REDUCED 14.1% +1.1% ❌ 27,510 -4,533 -14.1% 0.27% $1.3M 2025-08-12 $45.40
2025 Q1 REDUCED 22.3% +1.3% ❌ 32,043 -9,188 -22.3% 0.35% $1.5M 2025-05-13 $44.63
2024 Q4 ADDED — — — 41,231 +451 +1.1% 0.45% $1.9M 2025-02-10 $44.08
2024 Q3 ADDED — — — 40,780 +8,104 +24.8% 0.45% $1.9M 2024-11-08 $43.52
2024 Q2 REDUCED 23.7% +2.7% ❌ 32,676 -10,151 -23.7% 0.39% $1.5M 2024-08-01 $43.15
2024 Q1 REDUCED 8.7% +0.9% ❌ 42,827 -4,065 -8.7% 0.52% $2.0M 2024-05-10 $42.24
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STOT

As of 2026 Q2 — sorted by position size

Hofer & Associates. Inc 3Y 3.63% Spinnaker Investment Group, LLC 3Y 2.24% Saiph Capital, LLC 2.1% PARAGON CAPITAL MANAGEMENT INC 0.73% Walser Wealth Management Company, A Ltd Liability Co 0.57% Global Assets Advisory, LLC 3Y 0.35% Independent Wealth Network Inc. 3Y 0.34% Lineweaver Wealth Advisors, LLC 3Y 0.34% VISIONARY HORIZONS, LLC 0.17% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.07%

FAQ About Eldridge Investment Advisors, Inc. and STOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eldridge Investment Advisors, Inc. reported owning STOT?

Eldridge Investment Advisors, Inc. reported STOT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported STOT position in Eldridge Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for STOT was 0.52% in 2024 Q1.

What is the latest reported STOT position on this page?

The most recent filing on this page is 2025 Q4, when Eldridge Investment Advisors, Inc. reported 26,248 shares, equal to 0.27% of portfolio, with an estimated market value of $1.2M.

What does the chart on this STOT ownership page compare?

The chart compares Eldridge Investment Advisors, Inc.'s quarterly STOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Eldridge Investment Advisors, Inc. time their STOT position?

Based on 13F filing dates vs. subsequent STOT price moves, Eldridge Investment Advisors, Inc. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on STOT relative to SPY over the holding period was -14.8%.

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