Corient Private Wealth
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Corient Private Wealth’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Corient Private Wealth’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$42.8M Buy
1,066,818
+655,749
+160% +$26.3M 0.05% 284
2025
Q1 		$16.6M Buy
411,069
+131,688
+47% +$5.31M 0.03% 419
2024
Q4 		$10.7M Buy
279,381
+170,359
+156% +$6.54M 0.02% 500
2024
Q3 		$4.51M Buy
+109,022
New +$4.51M 0.01% 761