Citadel Advisors
TOTL icon

Citadel Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Citadel Advisors’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
2025
Q4 		– Sell
-10,600
Closed -$430K – 14081
2025
Q3 		$430K Buy
+10,600
New +$426K ﹤0.01% 9502
2025
Q2 		– Sell
-12,200
Closed -$492K – 15105
2025
Q1 		$492K Buy
12,200
+7,600
+165% +$302K ﹤0.01% 8516
2024
Q4 		$181K Buy
+4,600
New +$185K ﹤0.01% 10610
2024
Q2 		– Sell
-100
Closed -$4K – 15411
2024
Q1 		$4K Hold
100
– – ﹤0.01% 13848
2023
Q4 		$4.03K Buy
+100
New +$3.87K ﹤0.01% 13536
2023
Q3 		– Sell
-1,700
Closed -$68.9K – 15113
2023
Q2 		$68.9K Hold
1,700
– – ﹤0.01% 11420
2023
Q1 		$69.8K Buy
+1,700
New +$69.4K ﹤0.01% 11738

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return