Creative Planning’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
$624K Sell
15,797
-852
-5% -$33.7K ﹤0.01% 3018
2026
Q1
$661K Sell
16,649
-1,342
-7% -$54K ﹤0.01% 2802
2025
Q4
$724K Sell
17,991
-1,865
-9% -$75.5K ﹤0.01% 2542
2025
Q3
$806K Buy
19,856
+3,631
+22% +$146K ﹤0.01% 2325
2025
Q2
$651K Sell
16,225
-3,719
-19% -$148K ﹤0.01% 2232
2025
Q1
$804K Buy
19,944
+5,011
+34% +$199K ﹤0.01% 1893
2024
Q4
$588K Buy
+14,933
New +$600K ﹤0.01% 2077
2024
Q3
Sell
-9,748
Closed -$387K 3308
2024
Q2
$387K Sell
9,748
-2,850
-23% -$112K ﹤0.01% 2158
2024
Q1
$505K Buy
+12,598
New +$502K ﹤0.01% 1841
2023
Q4
Sell
-5,612
Closed -$217K 3076
2023
Q3
$217K Buy
+5,612
New +$223K ﹤0.01% 2178
2017
Q3
Sell
-1,714
Closed -$84K 3560
2017
Q2
$84K Buy
1,714
+1,364
+390% +$67.1K ﹤0.01% 2119
2017
Q1
$17K Sell
350
-2,480
-88% -$121K ﹤0.01% 3236
2016
Q4
$137K Buy
2,830
+78
+3% +$3.84K ﹤0.01% 1647
2016
Q3
$138K Buy
+2,752
New +$138K ﹤0.01% 1632
2016
Q2
Sell
-341
Closed -$17K 4522
2016
Q1
$17K Buy
+341
New +$16.7K ﹤0.01% 2876
2015
Q2
Sell
-1,000
Closed -$50K 2853
2015
Q1
$50K Buy
+1,000
New +$49.9K ﹤0.01% 2031

Other funds holding TOTL

Creative Planning's TOTL Position: Q2 2026 in Review

Creative Planning reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 5.1% in Q2 2026, selling an estimated $33.7K and leaving 15,797 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Creative Planning first reported a position in TOTL in Q1 2015 and has held it in 16 quarters since. The position peaked at $806K in Q3 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Creative Planning held 15,797 shares of State Street DoubleLine Total Return Tactical ETF worth $624K as of Q2 2026.
  • Creative Planning sold 852 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $33.7K.
  • State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3018 holding.
  • Creative Planning first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2015 and has held it in 16 quarters since.
  • Creative Planning's State Street DoubleLine Total Return Tactical ETF position peaked at $806K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.