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

Greatmark Investment Partners’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	$635K	Sell	13,500 -1,500	-10%	-$70.6K	0.07%	100
2026 Q1	$707K	Hold	15,000	–	–	0.08%	88
2025 Q4	$709K	Hold	15,000	–	–	0.08%	91
2025 Q3	$711K	Hold	15,000	–	–	0.09%	90
2025 Q2	$710K	Hold	15,000	–	–	0.09%	89
2025 Q1	$709K	Sell	15,000 -2,750	-15%	-$129K	0.1%	86
2024 Q4	$832K	Sell	17,750 -6,250	-26%	-$294K	0.11%	82
2024 Q3	$1.14M	Buy	24,000 +6,500	+37%	+$307K	0.15%	68
2024 Q2	$820K	Hold	17,500	–	–	0.12%	81
2024 Q1	$822K	Buy	17,500 +4,000	+30%	+$188K	0.12%	80
2023 Q4	$632K	Buy	13,500 +1,000	+8%	+$46.5K	0.1%	83
2023 Q3	$580K	Hold	12,500	–	–	0.1%	80
2023 Q2	$581K	Hold	12,500	–	–	0.1%	87
2023 Q1	$580K	Hold	12,500	–	–	0.1%	83
2022 Q4	$576K	Hold	12,500	–	–	0.11%	81
2022 Q3	$575K	Hold	12,500	–	–	0.11%	82
2022 Q2	$583K	Hold	12,500	–	–	0.11%	84
2022 Q1	$596K	Hold	12,500	–	–	0.1%	87
2021 Q4	$614K	Buy	+12,500	New	+$616K	0.1%	89

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

Greatmark Investment Partners's STOT Position: Q2 2026 in Review

Greatmark Investment Partners reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 10% in Q2 2026, selling an estimated $70.6K and leaving 13,500 shares worth $635K. The position accounts for 0.07% of the portfolio, ranked #100.

Greatmark Investment Partners first reported a position in STOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q3 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Greatmark Investment Partners held 13,500 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $635K as of Q2 2026.
Greatmark Investment Partners sold 1,500 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $70.6K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.07% of Greatmark Investment Partners's portfolio in Q2 2026, its #100 holding.
Greatmark Investment Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2021 and has held it in 19 quarters since.
Greatmark Investment Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.14M 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 Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.