Beckerman Institutional’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Beckerman Institutional’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
2025 Q2	–	Sell	-5,473	Closed	-$259K	–	109
2025 Q1	$259K	Sell	5,473 -520	-9%	-$24.4K	0.19%	94
2024 Q4	$281K	Buy	5,993 +540	+10%	+$25.4K	0.23%	86
2024 Q3	$259K	Buy	+5,453	New	+$257K	0.22%	87

Other funds holding STOT

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return

Beckerman Institutional's STOT Position: Q2 2025 in Review

Beckerman Institutional sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2025, closing a stake of 5,473 shares — an estimated $259K sold.

Beckerman Institutional first reported a position in STOT in Q3 2024 and held it in 3 quarters. The position peaked at $281K in Q4 2024. 66 funds tracked by Wall St. Rank hold STOT as of Q2 2025.

Beckerman Institutional reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
Beckerman Institutional sold 5,473 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2025, an estimated $259K.
Beckerman Institutional first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2024 and held it in 3 quarters.
Beckerman Institutional's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $281K in Q4 2024.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2025.

Based on Beckerman Institutional's 13F filing for Q2 2025, filed 5 Aug 2025.