Clear Point Advisors’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
2024
Q4
Sell
-366
Closed -$15.1K 492
2024
Q3
$15.1K Sell
366
-1,041
-74% -$42.5K 0.01% 299
2024
Q2
$55.9K Buy
1,407
+3
+0.2% +$118 0.05% 183
2024
Q1
$56.2K Buy
1,404
+2
+0.1% +$80 0.05% 188
2023
Q4
$56.4K Buy
+1,402
New +$54.3K 0.05% 178

Other funds holding TOTL

Clear Point Advisors's TOTL Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2024, closing a stake of 366 shares — an estimated $15.1K sold.

Clear Point Advisors first reported a position in TOTL in Q4 2023 and held it in 4 quarters. The position peaked at $56.4K in Q4 2023. 359 funds tracked by Wall St. Rank hold TOTL as of Q4 2024.

  • Clear Point Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 366 State Street DoubleLine Total Return Tactical ETF shares in Q4 2024, an estimated $15.1K.
  • Clear Point Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $56.4K in Q4 2023.
  • 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.