Concurrent Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Concurrent Investment Advisors's TOTL Position: Q1 2026 in Review
Concurrent Investment Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 11% in Q1 2026, buying an estimated $2.64M and bringing the position to 648,377 shares worth $25.8M. The position accounts for 0.28% of the portfolio, ranked #71.
Concurrent Investment Advisors first reported a position in TOTL in Q3 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Concurrent Investment Advisors held 648,377 shares of State Street DoubleLine Total Return Tactical ETF worth $25.8M as of Q1 2026.
- Concurrent Investment Advisors bought 65,693 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $2.64M.
- State Street DoubleLine Total Return Tactical ETF made up 0.28% of Concurrent Investment Advisors's portfolio in Q1 2026, its #71 holding.
- Concurrent Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 7 quarters since.
- 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.