CastleKeep Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
CastleKeep Investment Advisors's TOTL Position: Q2 2026 in Review
CastleKeep Investment Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 78% in Q2 2026, buying an estimated $2.14M and bringing the position to 123,744 shares worth $4.88M. The position accounts for 2.45% of the portfolio, ranked #13.
CastleKeep Investment Advisors first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- CastleKeep Investment Advisors held 123,744 shares of State Street DoubleLine Total Return Tactical ETF worth $4.88M as of Q2 2026.
- CastleKeep Investment Advisors bought 54,099 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $2.14M.
- State Street DoubleLine Total Return Tactical ETF made up 2.45% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #13 holding.
- CastleKeep Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on CastleKeep Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.