Avantax Advisory Services’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
2025
Q2
$1.81M Buy
45,039
+3,446
+8% +$137K 0.01% 854
2025
Q1
$1.68M Buy
41,593
+535
+1% +$21.3K 0.01% 842
2024
Q4
$1.62M Sell
41,058
-4,601
-10% -$185K 0.01% 826
2024
Q3
$1.89M Buy
45,659
+31,954
+233% +$1.3M 0.01% 726
2024
Q2
$544K Buy
13,705
+397
+3% +$15.7K ﹤0.01% 1309
2024
Q1
$533K Buy
+13,308
New +$530K ﹤0.01% 1003
2023
Q1
Sell
-6,451
Closed -$258K 1544
2022
Q4
$258K Sell
6,451
-5,038
-44% -$202K ﹤0.01% 1184
2022
Q3
$462K Buy
11,489
+87
+0.8% +$3.66K 0.01% 813
2022
Q2
$481K Buy
11,402
+946
+9% +$40.8K 0.01% 798
2022
Q1
$469K Buy
10,456
+2,527
+32% +$116K 0.01% 809
2021
Q4
$375K Sell
7,929
-507
-6% -$24.2K 0.01% 874
2021
Q3
$408K Buy
8,436
+780
+10% +$37.8K 0.01% 795
2021
Q2
$371K Buy
+7,656
New +$370K 0.01% 814
2020
Q4
Sell
-5,864
Closed -$289K 1327
2020
Q3
$289K Buy
+5,864
New +$291K ﹤0.01% 1039

Other funds holding TOTL

Avantax Advisory Services's TOTL Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 8.3% in Q2 2025, buying an estimated $137K and bringing the position to 45,039 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #854.

Avantax Advisory Services first reported a position in TOTL in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.89M in Q3 2024. 339 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

  • Avantax Advisory Services held 45,039 shares of State Street DoubleLine Total Return Tactical ETF worth $1.81M as of Q2 2025.
  • Avantax Advisory Services bought 3,446 State Street DoubleLine Total Return Tactical ETF shares in Q2 2025, an estimated $137K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #854 holding.
  • Avantax Advisory Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2020 and has held it in 14 quarters since.
  • Avantax Advisory Services's State Street DoubleLine Total Return Tactical ETF position peaked at $1.89M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.