CAPTRUST Financial Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Other funds holding STOT
FIA
SIG
SWP
HA
CAPTRUST Financial Advisors's STOT Position: Q2 2026 in Review
CAPTRUST Financial Advisors reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.73% in Q2 2026, selling an estimated $7.06K and leaving 20,359 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.
CAPTRUST Financial Advisors first reported a position in STOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.8M in Q1 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.
- CAPTRUST Financial Advisors held 20,359 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $958K as of Q2 2026.
- CAPTRUST Financial Advisors sold 150 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $7.06K.
- State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1768 holding.
- CAPTRUST Financial Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2023 and has held it in 11 quarters since.
- CAPTRUST Financial Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $31.8M in Q1 2024.
- 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.