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Concurrent Investment Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Concurrent Investment Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16M Buy
399,379
+37,368
+10% +$1.5M 0.31% 68
2025
Q1 		$14.6M Buy
362,011
+59,733
+20% +$2.41M 0.35% 56
2024
Q4 		$11.9M Buy
302,278
+275,434
+1,026% +$10.8M 0.32% 67
2024
Q3 		$1.11M Buy
+26,844
New +$1.11M 0.03% 429