FWL Investment 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
Q1
$240K Buy
6,052
+572
+10% +$23K 0.05% 97
2025
Q4
$221K Buy
5,480
+706
+15% +$28.6K 0.05% 82
2025
Q3
$194K Buy
4,774
+535
+13% +$21.5K 0.05% 87
2025
Q2
$170K Buy
4,239
+495
+13% +$19.7K 0.05% 94
2025
Q1
$151K Buy
3,744
+1,932
+107% +$76.8K 0.06% 90
2024
Q4
$71.4K Buy
1,812
+55
+3% +$2.21K 0.03% 130
2024
Q3
$72.7K Buy
1,757
+695
+65% +$28.4K 0.03% 108
2024
Q2
$42.2K Sell
1,062
-101
-9% -$3.98K 0.02% 119
2024
Q1
$46.6K Buy
1,163
+108
+10% +$4.3K 0.03% 103
2023
Q4
$42.5K Sell
1,055
-293
-22% -$11.4K 0.02% 99
2023
Q3
$52.1K Buy
+1,348
New +$53.5K 0.04% 86
2023
Q1
Sell
-875
Closed -$35K 185
2022
Q4
$35K Buy
+875
New +$35.1K 0.03% 102
2021
Q1
Sell
-5,087
Closed -$251K 52
2020
Q4
$251K Buy
+5,087
New +$251K 0.19% 46

Other funds holding TOTL

FWL Investment Management's TOTL Position: Q1 2026 in Review

FWL Investment Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 10% in Q1 2026, buying an estimated $23K and bringing the position to 6,052 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #97.

FWL Investment Management first reported a position in TOTL in Q4 2020 and has held it in 13 quarters since. The position peaked at $251K in Q4 2020. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • FWL Investment Management held 6,052 shares of State Street DoubleLine Total Return Tactical ETF worth $240K as of Q1 2026.
  • FWL Investment Management bought 572 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $23K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.05% of FWL Investment Management's portfolio in Q1 2026, its #97 holding.
  • FWL Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and has held it in 13 quarters since.
  • FWL Investment Management's State Street DoubleLine Total Return Tactical ETF position peaked at $251K in Q4 2020.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.