Equitable Holdings’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Equitable Holdings’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
2023 Q2	–	Sell	-8,537	Closed	-$396K	–	1071
2023 Q1	$396K	Buy	8,537 +2,041	+31%	+$94.7K	0.01%	716
2022 Q4	$299K	Buy	6,496 +483	+8%	+$22.2K	0.01%	738
2022 Q3	$277K	Buy	+6,013	New	+$280K	0.01%	714

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

PCMU

Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Equitable Holdings's STOT Position: Q2 2023 in Review

Equitable Holdings sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2023, closing a stake of 8,537 shares — an estimated $396K sold.

Equitable Holdings first reported a position in STOT in Q3 2022 and held it in 3 quarters. The position peaked at $396K in Q1 2023. 42 funds tracked by Wall St. Rank hold STOT as of Q2 2023.

Equitable Holdings reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2023 after selling out during the quarter.
Equitable Holdings sold 8,537 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2023, an estimated $396K.
Equitable Holdings first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2022 and held it in 3 quarters.
Equitable Holdings's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $396K in Q1 2023.
42 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2023.

Based on Equitable Holdings's 13F filing for Q2 2023, filed 15 Aug 2023.