Creative Planning’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Creative Planning's TOTL Position: Q1 2026 in Review
Creative Planning reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 7.5% in Q1 2026, selling an estimated $54K and leaving 16,649 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.
Creative Planning first reported a position in TOTL in Q1 2015 and has held it in 15 quarters since. The position peaked at $806K in Q3 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Creative Planning held 16,649 shares of State Street DoubleLine Total Return Tactical ETF worth $661K as of Q1 2026.
- Creative Planning sold 1,342 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $54K.
- State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2802 holding.
- Creative Planning first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2015 and has held it in 15 quarters since.
- Creative Planning's State Street DoubleLine Total Return Tactical ETF position peaked at $806K in Q3 2025.
- 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.