CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

CAPTRUST Financial Advisors’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 		$1.27M Sell
2025
Q1 		$1.46M Sell
2024
Q4 		$2.11M Sell
2024
Q3 		$2.54M Sell
2024
Q2 		$3.11M Sell
2024
Q1 		$31.8M Buy
2023
Q4 		$24.8M Buy