Helium Advisors’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
$334K Buy
8,467
+99
+1% +$3.91K 0.28% 76
2026
Q1
$332K Sell
8,368
-2,069
-20% -$83.2K 0.32% 65
2025
Q4
$420K Buy
10,437
+4,596
+79% +$186K 0.43% 49
2025
Q3
$237K Buy
5,841
+68
+1% +$2.73K 0.2% 75
2025
Q2
$232K Buy
+5,773
New +$230K 0.15% 93

Other funds holding TOTL

Helium Advisors's TOTL Position: Q2 2026 in Review

Helium Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1.2% in Q2 2026, buying an estimated $3.91K and bringing the position to 8,467 shares worth $334K. The position accounts for 0.28% of the portfolio, ranked #76.

Helium Advisors first reported a position in TOTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $420K in Q4 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Helium Advisors held 8,467 shares of State Street DoubleLine Total Return Tactical ETF worth $334K as of Q2 2026.
  • Helium Advisors bought 99 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $3.91K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.28% of Helium Advisors's portfolio in Q2 2026, its #76 holding.
  • Helium Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2025 and has held it in 5 quarters since.
  • Helium Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $420K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.