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Mark Sheptoff Financial Planning’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q2 		– Sell
-739
Closed -$34.9K – 529
2025
Q1 		$34.9K Hold
739
– – 0.02% 193
2024
Q4 		$34.6K Hold
739
– – 0.02% 204
2024
Q3 		$35.1K Buy
+739
New +$34.9K 0.02% 195

Other funds holding STOT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Mark Sheptoff Financial Planning's STOT Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2025, closing a stake of 739 shares — an estimated $34.9K sold.

Mark Sheptoff Financial Planning first reported a position in STOT in Q3 2024 and held it in 3 quarters. The position peaked at $35.1K in Q3 2024. 65 funds tracked by Wall St. Rank hold STOT as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 739 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2025, an estimated $34.9K.
  • Mark Sheptoff Financial Planning first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2024 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $35.1K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.