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Beckerman Institutional’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Beckerman Institutional’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$645K Sell
16,226
-216
-1% -$8.69K 0.34% 66
2025
Q4 		$662K Sell
16,442
-204
-1% -$8.26K 0.37% 62
2025
Q3 		$675K Sell
16,646
-1,586
-9% -$63.7K 0.4% 60
2025
Q2 		$731K Sell
18,232
-687
-4% -$27.3K 0.49% 49
2025
Q1 		$762K Buy
18,919
+3,754
+25% +$149K 0.55% 46
2024
Q4 		$597K Sell
15,165
-1,530
-9% -$61.5K 0.48% 53
2024
Q3 		$691K Buy
+16,695
New +$681K 0.58% 50

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Beckerman Institutional's TOTL Position: Q1 2026 in Review

Beckerman Institutional reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1.3% in Q1 2026, selling an estimated $8.69K and leaving 16,226 shares worth $645K. The position accounts for 0.34% of the portfolio, ranked #66.

Beckerman Institutional first reported a position in TOTL in Q3 2024 and has held it in 7 quarters since. The position peaked at $762K in Q1 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Beckerman Institutional held 16,226 shares of State Street DoubleLine Total Return Tactical ETF worth $645K as of Q1 2026.
  • Beckerman Institutional sold 216 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $8.69K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.34% of Beckerman Institutional's portfolio in Q1 2026, its #66 holding.
  • Beckerman Institutional first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's State Street DoubleLine Total Return Tactical ETF position peaked at $762K in Q1 2025.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.