Ferguson Shapiro’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
2023
Q1
– Sell
-8,054
Closed -$322K – 38
2022
Q4
$322K Sell
8,054
-12,274
-60% -$492K 0.23% 28
2022
Q3
$817K Buy
20,328
+11,829
+139% +$497K 0.49% 25
2022
Q2
$358K Buy
+8,499
New +$366K 0.22% 32

Other funds holding TOTL

Ferguson Shapiro's TOTL Position: Q1 2023 in Review

Ferguson Shapiro sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2023, closing a stake of 8,054 shares — an estimated $322K sold.

Ferguson Shapiro first reported a position in TOTL in Q2 2022 and held it in 3 quarters. The position peaked at $817K in Q3 2022. 316 funds tracked by Wall St. Rank hold TOTL as of Q1 2023.

  • Ferguson Shapiro reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
  • Ferguson Shapiro sold 8,054 State Street DoubleLine Total Return Tactical ETF shares in Q1 2023, an estimated $322K.
  • Ferguson Shapiro first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and held it in 3 quarters.
  • Ferguson Shapiro's State Street DoubleLine Total Return Tactical ETF position peaked at $817K in Q3 2022.
  • 316 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2023.

Based on Ferguson Shapiro's 13F filing for Q1 2023, filed 25 Apr 2023.