Number of Shares
143,343.00
Current Holdings Value*
$6.79 Mil
% of Portfolio
4.23%
Total Estimate Gain
$-93,265.32
% of Total Estimate Gain
-1.32%

Hofer & Associates. Inc's SPDR DoubleLine Short Duration Total Return Tactical ETF Holding Summary

As of 2025-06-30, Hofer & Associates. Inc held 143,343.00 shares of SPDR DoubleLine Short Duration Total Return Tactical ETF(STOT), totaling $6.79 Mil. This investment constitutes 4.23% of their stock portfolio, and Hofer & Associates. Inc now holds 2.65% of the outstanding SPDR DoubleLine Short Duration Total Return Tactical ETF(STOT) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 8 purchases of STOT, at an average price of $47.74, for a total of 147,918.00 shares. In addition, there have been 6 sales at an average price of $46.47 for 4,575.00 shares. Based on historical transaction data and STOT's current price of $47.13, Hofer & Associates. Inc's estimated gain on his STOT holdings is $-93,265.32, reflecting a -1.32% gain to date.

Hofer & Associates. Inc STOT ($47.13) Holding Chart

Hofer & Associates. Inc STOT ($47.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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