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 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIG

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

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

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

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

Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return

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

Greatmark Investment Partners's STOT Position: Q1 2026 in Review

Greatmark Investment Partners held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q1 2026 at 15,000 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #88.

Greatmark Investment Partners first reported a position in STOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q3 2024. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Greatmark Investment Partners held 15,000 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $707K as of Q1 2026.
Greatmark Investment Partners left its State Street DoubleLine Short Duration Total Return Tactical ETF share count unchanged in Q1 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.08% of Greatmark Investment Partners's portfolio in Q1 2026, its #88 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 18 quarters since.
Greatmark Investment Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.14M in Q3 2024.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Greatmark Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.