Arkadios Wealth Advisors’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
$879K Buy
22,263
+4,079
+22% +$161K 0.01% 861
2026
Q1
$722K Buy
18,184
+373
+2% +$15K 0.01% 938
2025
Q4
$717K Buy
17,811
+286
+2% +$11.6K 0.01% 849
2025
Q3
$711K Sell
17,525
-138
-0.8% -$5.54K 0.02% 786
2025
Q2
$708K Buy
17,663
+31
+0.2% +$1.23K 0.02% 717
2025
Q1
$710K Buy
17,632
+530
+3% +$21.1K 0.03% 577
2024
Q4
$674K Sell
17,102
-1,188
-6% -$47.7K 0.04% 436
2024
Q3
$757K Buy
+18,290
New +$746K 0.04% 401
2022
Q3
Sell
-16,812
Closed -$709K 572
2022
Q2
$709K Sell
16,812
-19,766
-54% -$852K 0.11% 221
2022
Q1
$1.64M Sell
36,578
-12,013
-25% -$552K 0.21% 120
2021
Q4
$2.3M Sell
48,591
-15,330
-24% -$732K 0.3% 83
2021
Q3
$3.09M Sell
63,921
-11,337
-15% -$549K 0.45% 50
2021
Q2
$3.64M Sell
75,258
-26,543
-26% -$1.28M 0.44% 52
2021
Q1
$4.91M Sell
101,801
-6,326
-6% -$309K 0.81% 23
2020
Q4
$5.33M Buy
108,127
+98,443
+1,017% +$4.86M 1.12% 14
2020
Q3
$478K Buy
9,684
+510
+6% +$25.3K 0.24% 97
2020
Q2
$455K Buy
+9,174
New +$449K 0.25% 91

Other funds holding TOTL

Arkadios Wealth Advisors's TOTL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 22% in Q2 2026, buying an estimated $161K and bringing the position to 22,263 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #861.

Arkadios Wealth Advisors first reported a position in TOTL in Q2 2020 and has held it in 17 quarters since. The position peaked at $5.33M in Q4 2020. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Arkadios Wealth Advisors held 22,263 shares of State Street DoubleLine Total Return Tactical ETF worth $879K as of Q2 2026.
  • Arkadios Wealth Advisors bought 4,079 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $161K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • Arkadios Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2020 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $5.33M in Q4 2020.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.