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

HighTower 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	$1.51M	Buy	32,138 +1,439	+5%	+$67.7K	﹤0.01%	1964
2026 Q1	$1.45M	Buy	30,699 +366	+1%	+$17.3K	﹤0.01%	1934
2025 Q4	$1.43M	Sell	30,333 -477	-2%	-$22.6K	﹤0.01%	1873
2025 Q3	$1.46M	Sell	30,810 -1,051	-3%	-$49.7K	﹤0.01%	1836
2025 Q2	$1.51M	Buy	31,861 +3,304	+12%	+$156K	﹤0.01%	1738
2025 Q1	$1.35M	Sell	28,557 -54,454	-66%	-$2.56M	﹤0.01%	1762
2024 Q4	$3.89M	Buy	83,011 +62,917	+313%	+$2.96M	0.01%	1158
2024 Q3	$953K	Buy	20,094 +2,850	+17%	+$135K	﹤0.01%	1952
2024 Q2	$807K	Buy	17,244 +11,970	+227%	+$560K	﹤0.01%	1987
2024 Q1	$245K	Sell	5,274 -50	-0.9%	-$2.35K	﹤0.01%	2838
2023 Q4	$247K	Sell	5,324 -2,209	-29%	-$103K	﹤0.01%	2860
2023 Q3	$348K	Sell	7,533 -75	-1%	-$3.48K	﹤0.01%	2478
2023 Q2	$352K	Sell	7,608 -486	-6%	-$22.6K	﹤0.01%	2449
2023 Q1	$376K	Sell	8,094 -26,287	-76%	-$1.22M	﹤0.01%	2297
2022 Q4	$1.58M	Sell	34,381 -1,025	-3%	-$47.1K	﹤0.01%	1413
2022 Q3	$1.63M	Buy	+35,406	New	+$1.65M	﹤0.01%	1357
2021 Q4	–	Sell	-5,768	Closed	-$286K	–	3472
2021 Q3	$286K	Sell	5,768 -1,332	-19%	-$66.2K	﹤0.01%	2443
2021 Q2	$353K	Hold	7,100	–	–	﹤0.01%	2262
2021 Q1	$352K	Buy	+7,100	New	+$354K	﹤0.01%	2186

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

HighTower Advisors's STOT Position: Q2 2026 in Review

HighTower Advisors increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 4.7% in Q2 2026, buying an estimated $67.7K and bringing the position to 32,138 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

HighTower Advisors first reported a position in STOT in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q4 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

HighTower Advisors held 32,138 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.51M as of Q2 2026.
HighTower Advisors bought 1,439 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $67.7K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1964 holding.
HighTower Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2021 and has held it in 19 quarters since.
HighTower Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $3.89M in Q4 2024.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.