Clearstead 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
2026
Q2
$567K Sell
14,366
-433
-3% -$17.1K 0.01% 715
2026
Q1
$588K Buy
14,799
+1,357
+10% +$54.6K 0.01% 674
2025
Q4
$541K Buy
13,442
+1,182
+10% +$47.9K 0.01% 633
2025
Q3
$497K Buy
12,260
+812
+7% +$32.6K 0.01% 630
2025
Q2
$459K Buy
11,448
+168
+1% +$6.68K 0.01% 634
2025
Q1
$454K Buy
11,280
+108
+1% +$4.29K 0.01% 605
2024
Q4
$440K Buy
11,172
+2,971
+36% +$119K 0.01% 615
2024
Q3
$340K Sell
8,201
-4,790
-37% -$195K 0.01% 680
2024
Q2
$516K Buy
+12,991
New +$512K 0.01% 531
2022
Q4
Sell
-40
Closed -$2K 1376
2022
Q3
$2K Sell
40
-37
-48% -$1.56K ﹤0.01% 1104
2022
Q2
$3K Sell
77
-773
-91% -$33.3K ﹤0.01% 1072
2022
Q1
$38K Sell
850
-714
-46% -$32.8K ﹤0.01% 734
2021
Q4
$74K Sell
1,564
-487
-24% -$23.2K 0.01% 590
2021
Q3
$99K Buy
+2,051
New +$99.4K 0.01% 483
2020
Q2
Sell
-106
Closed -$5K 834
2020
Q1
$5K Buy
+106
New +$5.2K ﹤0.01% 654

Other funds holding TOTL

Clearstead Advisors's TOTL Position: Q2 2026 in Review

Clearstead Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.9% in Q2 2026, selling an estimated $17.1K and leaving 14,366 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #715.

Clearstead Advisors first reported a position in TOTL in Q1 2020 and has held it in 15 quarters since. The position peaked at $588K in Q1 2026. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Clearstead Advisors held 14,366 shares of State Street DoubleLine Total Return Tactical ETF worth $567K as of Q2 2026.
  • Clearstead Advisors sold 433 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $17.1K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #715 holding.
  • Clearstead Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $588K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.