AE Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.8K Buy
995
+981
+7,007% +$46.2K ﹤0.01% 2110
2026
Q1
$660 Hold
14
﹤0.01% 2533
2025
Q4
$662 Sell
14
-402
-97% -$19K ﹤0.01% 2399
2025
Q3
$19.7K Sell
416
-3
-0.7% -$142 ﹤0.01% 1895
2025
Q2
$19.8K Buy
419
+396
+1,722% +$18.7K ﹤0.01% 1768
2025
Q1
$1.09K Sell
23
-2
-8% -$94 ﹤0.01% 2066
2024
Q4
$1.17K Buy
+25
New +$1.18K ﹤0.01% 2031
2024
Q1
Sell
-23,831
Closed -$1.12M 1881
2023
Q4
$1.12M Buy
23,831
+1,418
+6% +$66K 0.01% 1116
2023
Q3
$1.04M Sell
22,413
-994
-4% -$46.2K 0.01% 1082
2023
Q2
$1.09M Buy
23,407
+1,583
+7% +$73.5K 0.01% 1056
2023
Q1
$1.01M Buy
+21,824
New +$1.01M 0.01% 1039
2021
Q3
Sell
-17,544
Closed -$873K 1708
2021
Q2
$873K Buy
+17,544
New +$871K 0.01% 890

Other funds holding STOT

AE Wealth Management's STOT Position: Q2 2026 in Review

AE Wealth Management increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 7,007% in Q2 2026, buying an estimated $46.2K and bringing the position to 995 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

AE Wealth Management first reported a position in STOT in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2023. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

  • AE Wealth Management held 995 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $46.8K as of Q2 2026.
  • AE Wealth Management bought 981 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $46.2K.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2110 holding.
  • AE Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2021 and has held it in 12 quarters since.
  • AE Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.12M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.