Smith Partners Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Other funds holding STOT
FIA
SIG
SWP
HA
Smith Partners Wealth Management's STOT Position: Q2 2026 in Review
Smith Partners Wealth Management held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q2 2026 at 5,291 shares worth $249K. The position accounts for 0.2% of the portfolio, ranked #58.
Smith Partners Wealth Management first reported a position in STOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.
- Smith Partners Wealth Management held 5,291 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $249K as of Q2 2026.
- Smith Partners Wealth Management left its State Street DoubleLine Short Duration Total Return Tactical ETF share count unchanged in Q2 2026.
- State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.2% of Smith Partners Wealth Management's portfolio in Q2 2026, its #58 holding.
- Smith Partners Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
- Smith Partners Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $270K in Q4 2025.
- 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.
Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.