Great Lakes Retirement’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Great Lakes Retirement’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	$4.94M	Buy	104,933 +6,118	+6%	+$288K	0.44%	53
2026 Q1	$4.66M	Buy	98,815 +9,140	+10%	+$432K	0.48%	46
2025 Q4	$4.24M	Buy	89,675 +3,910	+5%	+$185K	0.44%	51
2025 Q3	$4.06M	Buy	85,765 +6,455	+8%	+$305K	0.44%	48
2025 Q2	$3.76M	Buy	79,310 +7,800	+11%	+$367K	0.44%	47
2025 Q1	$3.38M	Sell	71,510 -3,663	-5%	-$172K	0.44%	47
2024 Q4	$3.52M	Buy	75,173 +2,290	+3%	+$108K	0.45%	44
2024 Q3	$3.46M	Buy	+72,883	New	+$3.44M	0.44%	48

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

Great Lakes Retirement's STOT Position: Q2 2026 in Review

Great Lakes Retirement increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 6.2% in Q2 2026, buying an estimated $288K and bringing the position to 104,933 shares worth $4.94M. The position accounts for 0.44% of the portfolio, ranked #53.

Great Lakes Retirement first reported a position in STOT in Q3 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Great Lakes Retirement held 104,933 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $4.94M as of Q2 2026.
Great Lakes Retirement bought 6,118 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $288K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.44% of Great Lakes Retirement's portfolio in Q2 2026, its #53 holding.
Great Lakes Retirement first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2024 and has held it in 8 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 Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.