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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.23M Buy
+26,124
New +$1.23M 0.04% 423
2026
Q1
Sell
-5,266
Closed -$249K 987
2025
Q4
$249K Buy
5,266
+79
+2% +$3.74K 0.01% 727
2025
Q3
$246K Sell
5,187
-278
-5% -$13.1K 0.01% 666
2025
Q2
$259K Sell
5,465
-41
-0.7% -$1.93K 0.02% 599
2025
Q1
$260K Buy
5,506
+15
+0.3% +$705 0.02% 571
2024
Q4
$257K Buy
+5,491
New +$258K 0.01% 653
2024
Q1
Sell
-4,969
Closed -$233K 718
2023
Q4
$233K Buy
4,969
+31
+0.6% +$1.44K 0.02% 619
2023
Q3
$229K Buy
4,938
+21
+0.4% +$975 0.02% 575
2023
Q2
$228K Buy
4,917
+20
+0.4% +$928 0.02% 584
2023
Q1
$227K Buy
4,897
+12
+0.2% +$557 0.02% 579
2022
Q4
$225K Sell
4,885
-4,649
-49% -$213K 0.02% 543
2022
Q3
$439K Buy
9,534
+12
+0.1% +$559 0.03% 528
2022
Q2
$445K Buy
9,522
+8
+0.1% +$376 0.03% 509
2022
Q1
$454K Buy
9,514
+4,760
+100% +$230K 0.02% 554
2021
Q4
$233K Buy
+4,754
New +$234K 0.02% 546

Other funds holding STOT

Western Wealth Management's STOT Position: Q2 2026 in Review

Western Wealth Management opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2026: 26,124 shares worth $1.23M. The stake represents 0.04% of the portfolio and ranks #423 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in STOT as recently as Q4 2025.

Western Wealth Management first reported a position in STOT in Q4 2021 and has held it in 15 quarters since. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

  • Western Wealth Management held 26,124 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.23M as of Q2 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF was a new Western Wealth Management position in Q2 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Western Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2021 and has held it in 15 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.