Financial Gravity Companies’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
2025
Q2
$562 Buy
+14
New +$557 ﹤0.01% 851
2024
Q4
$1.1K Buy
+28
New +$1.13K ﹤0.01% 810
2018
Q4
$109K Buy
+2,280
New +$107K 0.1% 202
2018
Q1
$119K Buy
2,517
+215
+9% +$10.3K 0.12% 170
2017
Q4
$111K Buy
+2,302
New +$113K 0.13% 164

Other funds holding TOTL

Financial Gravity Companies's TOTL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2025: 14 shares worth $562. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TOTL as recently as Q4 2024.

Financial Gravity Companies first reported a position in TOTL in Q4 2017 and has held it in 5 quarters since. The position peaked at $119K in Q1 2018. 338 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

  • Financial Gravity Companies held 14 shares of State Street DoubleLine Total Return Tactical ETF worth $562 as of Q2 2025.
  • State Street DoubleLine Total Return Tactical ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #851 holding.
  • Financial Gravity Companies first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's State Street DoubleLine Total Return Tactical ETF position peaked at $119K in Q1 2018.
  • 338 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.