Foundations Investment Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Foundations Investment 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
2026 Q2	$39M	Buy	828,575 +88,063	+12%	+$4.14M	0.4%	64
2026 Q1	$34.9M	Buy	740,512 +183,882	+33%	+$8.69M	0.43%	61
2025 Q4	$26.3M	Buy	556,630 +236,152	+74%	+$11.2M	0.34%	68
2025 Q3	$15.2M	Sell	320,478 -70,821	-18%	-$3.35M	0.22%	106
2025 Q2	$18.5M	Buy	391,299 +239,519	+158%	+$11.3M	0.29%	85
2025 Q1	$7.17M	Buy	151,780 +39,701	+35%	+$1.87M	0.13%	154
2024 Q4	$5.25M	Buy	112,079 +16,394	+17%	+$771K	0.1%	183
2024 Q3	$4.54M	Buy	95,685 +78,412	+454%	+$3.7M	0.1%	180
2024 Q2	$809K	Buy	+17,273	New	+$808K	0.02%	383

Other funds holding STOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return

Foundations Investment Advisors's STOT Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 12% in Q2 2026, buying an estimated $4.14M and bringing the position to 828,575 shares worth $39M. The position accounts for 0.4% of the portfolio, ranked #64.

Foundations Investment Advisors 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.

Foundations Investment Advisors held 828,575 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $39M as of Q2 2026.
Foundations Investment Advisors bought 88,063 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $4.14M.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.4% of Foundations Investment Advisors's portfolio in Q2 2026, its #64 holding.
Foundations Investment Advisors 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.