Raymond James Financial’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Raymond James Financial’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	$37.2M	Buy	790,730 +198,858	+34%	+$9.36M	0.01%	1112
2026 Q1	$27.9M	Sell	591,872 -1,266	-0.2%	-$59.9K	0.01%	1239
2025 Q4	$28M	Buy	593,138 +200,716	+51%	+$9.51M	0.01%	1211
2025 Q3	$18.6M	Buy	392,422 +326,531	+496%	+$15.4M	0.01%	1461
2025 Q2	$3.12M	Buy	65,891 +29,833	+83%	+$1.41M	﹤0.01%	2726
2025 Q1	$1.7M	Buy	36,058 +31,266	+652%	+$1.47M	﹤0.01%	3111
2024 Q4	$225K	Buy	+4,792	New	+$225K	﹤0.01%	4338

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

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

Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return

Raymond James Financial's STOT Position: Q2 2026 in Review

Raymond James Financial increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 34% in Q2 2026, buying an estimated $9.36M and bringing the position to 790,730 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #1112.

Raymond James Financial first reported a position in STOT in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Raymond James Financial held 790,730 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $37.2M as of Q2 2026.
Raymond James Financial bought 198,858 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $9.36M.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1112 holding.
Raymond James Financial first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.