Aprio Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.44M Buy
137,894
+117,854
+588% +$4.66M 0.27% 76
2026
Q1
$796K Buy
+20,040
New +$806K 0.04% 243

Other funds holding TOTL

Aprio Wealth Management's TOTL Position: Q2 2026 in Review

Aprio Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 588% in Q2 2026, buying an estimated $4.66M and bringing the position to 137,894 shares worth $5.44M. The position accounts for 0.27% of the portfolio, ranked #76.

Aprio Wealth Management first reported a position in TOTL in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Aprio Wealth Management held 137,894 shares of State Street DoubleLine Total Return Tactical ETF worth $5.44M as of Q2 2026.
  • Aprio Wealth Management bought 117,854 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $4.66M.
  • State Street DoubleLine Total Return Tactical ETF made up 0.27% of Aprio Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Aprio Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.