STOT institutional holders

State Street DoubleLine Short Duration Total Return Tactical ETF · 75 reporting institutions · $314.5M reported value

Funds that can replace STOT · STOT return decomposition

Institutional holdings

Institutions reporting STOT, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$45.3M02026-06-30
Lpl Financial LLC$45.3M23,4582026-06-30
Foundations Investment Advisors, LLC$39M3022026-06-30
Raymond James Financial Inc$37.2M02026-06-30
Morgan Stanley$30.1M23,1852026-06-30
Spinnaker Investment Group, LLC$14M82026-06-30
UBS Group AG$13.3M02026-06-30
Stratos Wealth Partners, Ltd.$9.4M3862026-06-30
Hofer & Associates Wealth Management$7.5M32026-06-30
Royal Bank of Canada$7.1M02026-06-30
Saiph Capital, LLC$7M22026-06-30
Goldman Sachs Group Inc$6M02026-06-30
Great Lakes Retirement, Inc.$4.9M102026-06-30
Sanctuary Advisors, LLC$3.4M4012026-06-30
Arrowroot Family Office, LLC$3M132026-06-30
Integrated Wealth Concepts LLC$2.9M4802026-06-30
Lineweaver Wealth Advisors, LLC$2.8M92026-06-30
Kestra Private Wealth Services, LLC$2.7M2062026-06-30
Journey Advisory Group, LLC$2.7M182026-06-30
Assetmark, Inc$2.4M2202026-06-30
Wealthcare Advisory Partners LLC$1.7M1702026-06-30
Global Assets Advisory, LLC$1.6M302026-06-30
Ashton Thomas Private Wealth, LLC$1.6M962026-06-30
Hightower Advisors, LLC$1.5M1,0462026-06-30
Walser Wealth Management Company, A Ltd Liability Co$1.4M132026-06-30
Focus Financial$1.3M1212026-06-30
Independent Wealth Network Inc.$1.3M342026-06-30
Oaktrust Wealth Advisors, LLC$1.3M22026-06-30
Western Wealth Management, LLC$1.2M1122026-06-30
Clearwater Capital Advisors, LLC$1.2M152026-06-30
Cetera Investment Advisers$1M10,3702026-06-30
Paragon Capital Management Inc$990.7K32026-06-30
Captrust Financial Advisors$958.1K9622026-06-30
Envestnet Pmc$920.4K602026-06-30
Essex Financial Services, Inc.$828.2K332026-06-30
Proficio Capital Partners LLC$823.4K22026-06-30
Rockefeller Capital Management LP$781.8K3462026-06-30
Private Advisor Group, LLC$752.2K9272026-06-30
Exencial Wealth Advisors, LLC$671K02026-03-31
Greatmark Investment Partners, Inc.$635.3K42026-06-30
Commonwealth Equity Services, LLC$587.9K2,8632026-06-30
Savant Wealth Management$468.8K4052026-06-30
Visionary Horizons, LLC$395.7K162026-06-30
Osaic Holdings, Inc.$378.4K02026-06-30
Belpointe Asset Management LLC$377.3K1702026-06-30
Brookwood Investment Group LLC$335.9K692026-06-30
Xy Planning Network, Inc.$333.8K02026-06-30
Trilogy Capital, Inc.$271K722026-06-30
Kestra Advisory Services, LLC$259.4K1,4792026-06-30
Fifth Third Bancorp$257.9K02026-06-30
Smith Partners Wealth Management, LLC$249K22026-06-30
Alongside, LLC$243.3K252026-06-30
Glen Eagle Advisors, LLC$228.4K132026-06-30
Stifel Financial Corp$225.9K02026-06-30
Financial Strategies Group, Inc.$225K72026-06-30
Merit Financial Group, LLC$224.2K2952026-06-30
Larson Financial Group LLC$113.5K672026-06-30
Sunbelt Securities, Inc.$113.1K632026-03-31
Pacific Center for Financial Services$81.2K52026-06-30
Private Trust Co NA$61K02026-06-30
Valley National Advisers Inc$55.5K142026-06-30
Ae Wealth Management LLC$46.8K4712026-06-30
New Millennium Group LLC$37.9K132025-12-31
Strategic Wealth Partners, Ltd.$28.4K02026-06-30
Jones Financial Companies LLLP$28.2K02026-06-30
Geneos Wealth Management, Inc.$18.8K1932026-06-30
Medallion Wealth Advisors, LLC$18.4K62026-06-30
Planning Strategies Inc.$15.8K102026-06-30
Wells Fargo & Company/mn$14.6K02026-06-30
Cwm, LLC$14.1K6672026-03-31
Advisornet Wealth Partners$2.4K582026-06-30
Rothschild Investment LLC$2.1K182026-06-30
Janney Montgomery Scott LLC$1.8K1,3422026-06-30
Corecap Advisors, LLC$941182026-06-30
Capital Advisors, Ltd., LLC$41112026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30