Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-556
Closed -$26.3K – 4442
2025
Q4 		$26.3K Buy
+556
New +$26.3K ﹤0.01% 2637
2024
Q2 		– Sell
-43
Closed -$2.02K – 3806
2024
Q1 		$2.02K Buy
+43
New +$2.02K ﹤0.01% 3041

Other funds holding STOT

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's STOT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2026, closing a stake of 556 shares — an estimated $26.3K sold.

Northwestern Mutual Wealth Management first reported a position in STOT in Q1 2024 and held it in 2 quarters. The position peaked at $26.3K in Q4 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 556 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $26.3K.
  • Northwestern Mutual Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $26.3K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.