Essex Financial Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Essex Financial Services's STOT Position: Q2 2026 in Review

Essex Financial Services increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 19% in Q2 2026, buying an estimated $130K and bringing the position to 17,599 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #364.

Essex Financial Services first reported a position in STOT in Q2 2024 and has held it in 9 quarters since. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

• Essex Financial Services held 17,599 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $828K as of Q2 2026.
• Essex Financial Services bought 2,753 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $130K.
• State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #364 holding.
• Essex Financial Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2024 and has held it in 9 quarters since.
• 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.