Root Financial Partners’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Other funds holding STOT
Root Financial Partners's STOT Position: Q3 2026 in Review
Root Financial Partners opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2026: 1,669 shares worth $77.3K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STOT as recently as Q1 2026.
Root Financial Partners first reported a position in STOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 67 funds tracked by Wall St. Rank hold STOT as of Q3 2026.
- Root Financial Partners held 1,669 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $77.3K as of Q3 2026.
- State Street DoubleLine Short Duration Total Return Tactical ETF was a new Root Financial Partners position in Q3 2026.
- State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #874 holding.
- Root Financial Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2026 and has held it in 2 quarters since.
- Root Financial Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $214K in Q1 2026.
- 67 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.