Elmwood Wealth Management’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
$7.17M Buy
181,738
+6,537
+4% +$258K 1.79% 15
2026
Q1
$6.96M Buy
175,201
+17,578
+11% +$707K 1.92% 13
2025
Q4
$6.34M Buy
157,623
+3,042
+2% +$123K 2% 11
2025
Q3
$6.27M Buy
154,581
+4,452
+3% +$179K 2.22% 10
2025
Q2
$6.02M Buy
150,129
+555
+0.4% +$22.1K 2.39% 7
2025
Q1
$6.03M Sell
149,574
-10,800
-7% -$429K 2.47% 7
2024
Q4
$6.32M Sell
160,374
-328
-0.2% -$13.2K 2.55% 4
2024
Q3
$6.65M Sell
160,702
-13,675
-8% -$558K 2.74% 3
2024
Q2
$6.93M Sell
174,377
-2,535
-1% -$100K 3.08% 2
2024
Q1
$7.09M Buy
176,912
+108,413
+158% +$4.32M 3.03% 4
2023
Q4
$2.76M Sell
68,499
-91,853
-57% -$3.56M 1.93% 13
2023
Q3
$6.2M Buy
+160,352
New +$6.36M 2.99% 4
2021
Q2
Sell
-75
Closed -$4K 330
2021
Q1
$4K Buy
+75
New +$3.66K ﹤0.01% 277

Other funds holding TOTL

Elmwood Wealth Management's TOTL Position: Q2 2026 in Review

Elmwood Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 3.7% in Q2 2026, buying an estimated $258K and bringing the position to 181,738 shares worth $7.17M. The position accounts for 1.79% of the portfolio, ranked #15.

Elmwood Wealth Management first reported a position in TOTL in Q1 2021 and has held it in 13 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Elmwood Wealth Management held 181,738 shares of State Street DoubleLine Total Return Tactical ETF worth $7.17M as of Q2 2026.
  • Elmwood Wealth Management bought 6,537 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $258K.
  • State Street DoubleLine Total Return Tactical ETF made up 1.79% of Elmwood Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Elmwood Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and has held it in 13 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.