Great Lakes Retirement, Inc. STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF

Ownership history in Great Lakes Retirement, Inc.  ·  6 quarters on record

AI Ownership Summary

Great Lakes Retirement, Inc. reported SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.45% in 2024 Q4. The latest visible filing shows STOT at 0.44% 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.

What this STOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Great Lakes Retirement, Inc.'s position in SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL 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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

How Great Lakes Retirement, 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 89,675 +3,910 +4.6% 0.44% $4.2M 2026-02-14 (Est.) $47.14
2025 Q3 ADDED 85,765 +6,455 +8.1% 0.44% $4.1M 2025-11-12 $46.51
2025 Q2 ADDED 79,310 +7,800 +10.9% 0.44% $3.8M 2025-08-04 $45.88
2025 Q1 REDUCED 71,510 -3,663 -4.9% 0.44% $3.4M 2025-04-17 $45.05
2024 Q4 ADDED 75,173 +2,290 +3.1% 0.45% $3.5M 2025-01-29 $44.44
2024 Q3 INITIATED 72,883 0.44% $3.5M 2024-10-22 $43.97

FAQ About Great Lakes Retirement, 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 Great Lakes Retirement, Inc. reported owning STOT?

Great Lakes Retirement, Inc. reported STOT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported STOT position in Great Lakes Retirement, Inc.'s portfolio?

The largest reported portfolio weight for STOT was 0.45% in 2024 Q4.

What is the latest reported STOT position on this page?

The most recent filing on this page is 2025 Q4, when Great Lakes Retirement, Inc. reported 89,675 shares, equal to 0.44% of portfolio, with an estimated market value of $4.2M.

What does the chart on this STOT ownership page compare?

The chart compares Great Lakes Retirement, 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 Great Lakes Retirement, Inc. time their STOT position?

Based on 13F filing dates vs. subsequent STOT price moves, Great Lakes Retirement, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on STOT relative to SPY over the holding period was -7.4%.

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