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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 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. 65 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.
65 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.