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Crossmark Global Holdings’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Crossmark Global Holdings’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,234
Closed -$780K – 1315
2025
Q3 		$780K Buy
19,234
+6,450
+50% +$259K 0.01% 714
2025
Q2 		$513K Buy
12,784
+2,932
+30% +$117K 0.01% 873
2025
Q1 		$397K Buy
+9,852
New +$392K 0.01% 959

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crossmark Global Holdings's TOTL Position: Q4 2025 in Review

Crossmark Global Holdings sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2025, closing a stake of 19,234 shares — an estimated $780K sold.

Crossmark Global Holdings first reported a position in TOTL in Q1 2025 and held it in 3 quarters. The position peaked at $780K in Q3 2025. 357 funds tracked by Wall St. Rank hold TOTL as of Q4 2025.

  • Crossmark Global Holdings reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 19,234 State Street DoubleLine Total Return Tactical ETF shares in Q4 2025, an estimated $780K.
  • Crossmark Global Holdings first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's State Street DoubleLine Total Return Tactical ETF position peaked at $780K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.