Cambridge Trust’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cambridge Trust’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
2024 Q1	$106K	Buy	+2,635	New	+$105K	﹤0.01%	335

Other funds holding TOTL

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Cambridge Trust's TOTL Position: Q1 2024 in Review

Cambridge Trust opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2024: 2,635 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings.

323 funds tracked by Wall St. Rank hold TOTL as of Q1 2024.

Cambridge Trust held 2,635 shares of State Street DoubleLine Total Return Tactical ETF worth $106K as of Q1 2024.
State Street DoubleLine Total Return Tactical ETF was a new Cambridge Trust position in Q1 2024.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #335 holding.
323 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.