Corient Private Wealth’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
$67.3M Buy
1,704,332
+371,912
+28% +$14.7M 0.09% 195
2026
Q1
$52.8M Buy
1,332,420
+270,670
+25% +$10.9M 0.08% 229
2025
Q4
$42.7M Buy
1,061,750
+446,152
+72% +$18.1M 0.06% 267
2025
Q3
$25M Buy
615,598
+88,860
+17% +$3.57M 0.04% 348
2025
Q2
$21.1M Buy
526,738
+115,669
+28% +$4.6M 0.03% 384
2025
Q1
$16.6M Buy
411,069
+131,688
+47% +$5.24M 0.03% 421
2024
Q4
$10.7M Buy
279,381
+170,359
+156% +$6.84M 0.02% 500
2024
Q3
$4.51M Buy
+109,022
New +$4.45M 0.01% 783

Other funds holding TOTL

Corient Private Wealth's TOTL Position: Q2 2026 in Review

Corient Private Wealth increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 28% in Q2 2026, buying an estimated $14.7M and bringing the position to 1,704,332 shares worth $67.3M. The position accounts for 0.09% of the portfolio, ranked #195.

Corient Private Wealth first reported a position in TOTL in Q3 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Corient Private Wealth held 1,704,332 shares of State Street DoubleLine Total Return Tactical ETF worth $67.3M as of Q2 2026.
  • Corient Private Wealth bought 371,912 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $14.7M.
  • State Street DoubleLine Total Return Tactical ETF made up 0.09% of Corient Private Wealth's portfolio in Q2 2026, its #195 holding.
  • Corient Private Wealth first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 8 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.