Envestnet Asset 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
$920K Sell
19,558
-13,397
-41% -$630K ﹤0.01% 3675
2026
Q1
$1.55M Buy
32,955
+16,550
+101% +$783K ﹤0.01% 3179
2025
Q4
$776K Buy
16,405
+1,628
+11% +$77.1K ﹤0.01% 3417
2025
Q3
$700K Sell
14,777
-228
-2% -$10.8K ﹤0.01% 3534
2025
Q2
$710K Buy
15,005
+9,045
+152% +$426K ﹤0.01% 3474
2025
Q1
$282K Sell
5,960
-18,767
-76% -$882K ﹤0.01% 3953
2024
Q4
$1.16M Sell
24,727
-8,796
-26% -$414K ﹤0.01% 3071
2024
Q3
$1.59M Buy
33,523
+2,664
+9% +$126K ﹤0.01% 2826
2024
Q2
$1.45M Buy
30,859
+11,623
+60% +$543K ﹤0.01% 2787
2024
Q1
$904K Buy
19,236
+4,368
+29% +$205K ﹤0.01% 3097
2023
Q4
$696K Sell
14,868
-744
-5% -$34.6K ﹤0.01% 3155
2023
Q3
$725K Buy
15,612
+344
+2% +$16K ﹤0.01% 3041
2023
Q2
$709K Buy
15,268
+219
+1% +$10.2K ﹤0.01% 3004
2023
Q1
$699K Buy
15,049
+636
+4% +$29.5K ﹤0.01% 2927
2022
Q4
$664K Buy
14,413
+1,194
+9% +$54.8K ﹤0.01% 2929
2022
Q3
$608K Buy
+13,219
New +$616K ﹤0.01% 2895

Other funds holding STOT

Envestnet Asset Management's STOT Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 41% in Q2 2026, selling an estimated $630K and leaving 19,558 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Envestnet Asset Management first reported a position in STOT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q3 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

  • Envestnet Asset Management held 19,558 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $920K as of Q2 2026.
  • Envestnet Asset Management sold 13,397 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $630K.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3675 holding.
  • Envestnet Asset Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2022 and has held it in 16 quarters since.
  • Envestnet Asset Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.59M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

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