XY Planning Network’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
Q3
$330K Buy
7,126
+32
+0.5% +$1.5K 0.04% 307
2026
Q2
$334K Buy
7,094
+532
+8% +$25K 0.04% 278
2026
Q1
$308K Buy
6,562
+950
+17% +$44.9K 0.05% 231
2025
Q4
$265K Buy
+5,612
New +$266K 0.05% 231

Other funds holding STOT

XY Planning Network's STOT Position: Q3 2026 in Review

XY Planning Network increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.45% in Q3 2026, buying an estimated $1.5K and bringing the position to 7,126 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #307.

XY Planning Network first reported a position in STOT in Q4 2025 and has held it in 4 quarters since. The position peaked at $334K in Q2 2026. 25 funds tracked by Wall St. Rank hold STOT as of Q3 2026.

  • XY Planning Network held 7,126 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $330K as of Q3 2026.
  • XY Planning Network bought 32 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2026, an estimated $1.5K.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #307 holding.
  • XY Planning Network first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $334K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.