TD Private Client Wealth’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

TD Private Client Wealth’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 Q3	$2.41K	Buy	+52	New	+$2.43K	﹤0.01%	1336

Other funds holding STOT

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

TD Private Client Wealth's STOT Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2026: 52 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings.

25 funds tracked by Wall St. Rank hold STOT as of Q3 2026.

TD Private Client Wealth held 52 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $2.41K as of Q3 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF was a new TD Private Client Wealth position in Q3 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1336 holding.
25 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.