Hummer Financial Advisory Services’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,500
| Closed | -$414K | – | 113 |
|
|
2024
Q4 | $414K | Sell |
10,500
-200
| -2% | -$7.88K | 0.33% | 60 |
|
|
2024
Q3 | $443K | Hold |
10,700
| – | – | 0.35% | 58 |
|
|
2024
Q2 | $425K | Hold |
10,700
| – | – | 0.37% | 54 |
|
|
2024
Q1 | $429K | Hold |
10,700
| – | – | 0.35% | 53 |
|
|
2023
Q4 | $431K | Hold |
10,700
| – | – | 0.39% | 55 |
|
|
2023
Q3 | $414K | Hold |
10,700
| – | – | 0.42% | 51 |
|
|
2023
Q2 | $434K | Hold |
10,700
| – | – | 0.42% | 51 |
|
|
2023
Q1 | $439K | Hold |
10,700
| – | – | 0.47% | 49 |
|
|
2022
Q4 | $428K | Hold |
10,700
| – | – | 0.47% | 51 |
|
|
2022
Q3 | $430K | Hold |
10,700
| – | – | 0.51% | 44 |
|
|
2022
Q2 | $451K | Hold |
10,700
| – | – | 0.51% | 46 |
|
|
2022
Q1 | $479K | Hold |
10,700
| – | – | 0.43% | 54 |
|
|
2021
Q4 | $507K | Hold |
10,700
| – | – | 0.43% | 49 |
|
|
2021
Q3 | $517K | Hold |
10,700
| – | – | 0.48% | 46 |
|
|
2021
Q2 | $518K | Hold |
10,700
| – | – | 0.48% | 48 |
|
|
2021
Q1 | $516K | Hold |
10,700
| – | – | 0.5% | 46 |
|
|
2020
Q4 | $527K | Hold |
10,700
| – | – | 0.55% | 41 |
|
|
2020
Q3 | $528K | Buy |
+10,700
| New | +$528K | 0.62% | 37 |
|
|
2020
Q2 | – | Sell |
-10,700
| Closed | -$513K | – | 93 |
|
|
2020
Q1 | $513K | Hold |
10,700
| – | – | 0.77% | 34 |
|
|
2019
Q4 | $524K | Buy |
+10,700
| New | +$524K | 0.57% | 50 |
|