Focus Partners Wealth’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
Q1
$14.5M Buy
365,058
+8,230
+2% +$331K 0.02% 598
2025
Q4
$14.3M Buy
356,828
+20,229
+6% +$819K 0.02% 579
2025
Q3
$13.7M Buy
336,599
+1,977
+0.6% +$79.4K 0.02% 481
2025
Q2
$13.4M Buy
334,622
+46,530
+16% +$1.85M 0.03% 441
2025
Q1
$11.6M Buy
288,092
+5,830
+2% +$232K 0.03% 446
2024
Q4
$11.1M Buy
282,262
+27,246
+11% +$1.09M 0.03% 444
2024
Q3
$10.6M Buy
255,016
+24,628
+11% +$1M 0.03% 399
2024
Q2
$9.15M Buy
230,388
+29,398
+15% +$1.16M 0.03% 397
2024
Q1
$8.05M Buy
200,990
+61,253
+44% +$2.44M 0.07% 242
2023
Q4
$5.62M Buy
+139,737
New +$5.41M 0.07% 218

Other funds holding TOTL

Focus Partners Wealth's TOTL Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.3% in Q1 2026, buying an estimated $331K and bringing the position to 365,058 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #598.

Focus Partners Wealth first reported a position in TOTL in Q4 2023 and has held it in 10 quarters since. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Focus Partners Wealth held 365,058 shares of State Street DoubleLine Total Return Tactical ETF worth $14.5M as of Q1 2026.
  • Focus Partners Wealth bought 8,230 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $331K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #598 holding.
  • Focus Partners Wealth first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and has held it in 10 quarters since.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.