Strategic Wealth Partners’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Strategic Wealth Partners’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	$28.4K	Hold	604	–	–	﹤0.01%	662
2026 Q1	$28.5K	Hold	604	–	–	﹤0.01%	630
2025 Q4	$28.6K	Hold	604	–	–	﹤0.01%	627
2025 Q3	$28.6K	Hold	604	–	–	﹤0.01%	659
2025 Q2	$28.6K	Buy	+604	New	+$28.4K	﹤0.01%	589
2019 Q2	–	Sell	-304	Closed	-$15K	–	814
2019 Q1	$15K	Hold	304	–	–	0.01%	429
2018 Q4	$15K	Hold	304	–	–	0.01%	397
2018 Q3	$15K	Hold	304	–	–	0.01%	398
2018 Q2	$15K	Hold	304	–	–	0.01%	469
2018 Q1	$15K	Buy	+304	New	+$14.9K	0.01%	434

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Strategic Wealth Partners's STOT Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q2 2026 at 604 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Strategic Wealth Partners first reported a position in STOT in Q1 2018 and has held it in 10 quarters since. The position peaked at $28.6K in Q3 2025. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Strategic Wealth Partners held 604 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $28.4K as of Q2 2026.
Strategic Wealth Partners 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 ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #662 holding.
Strategic Wealth Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $28.6K in Q3 2025.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.