IA
IFP Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
6,000
+273
| +5% | +$11K | 0.01% | 1182 |
|
|
2025
Q1 | $231K | Buy |
5,727
+4,115
| +255% | +$166K | 0.01% | 1109 |
|
|
2024
Q4 | $63.5K | Sell |
1,612
-148
| -8% | -$5.83K | ﹤0.01% | 1707 |
|
|
2024
Q3 | $72.9K | Buy |
1,760
+803
| +84% | +$33.2K | ﹤0.01% | 1552 |
|
|
2024
Q2 | $38K | Buy |
957
+130
| +16% | +$5.16K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $33.1K | Sell |
827
-6
| -0.7% | -$240 | ﹤0.01% | 1750 |
|
|
2023
Q4 | $33.5K | Sell |
833
-6,157
| -88% | -$248K | ﹤0.01% | 1702 |
|
|
2023
Q3 | $270K | Buy |
6,990
+4,358
| +166% | +$168K | 0.01% | 828 |
|
|
2023
Q2 | $107K | Sell |
2,632
-16
| -0.6% | -$649 | ﹤0.01% | 1290 |
|
|
2023
Q1 | $126K | Sell |
2,648
-3,196
| -55% | -$152K | 0.01% | 1133 |
|
|
2022
Q4 | $279K | Buy |
5,844
+1,228
| +27% | +$58.6K | 0.01% | 1175 |
|
|
2022
Q3 | $223K | Buy |
4,616
+15
| +0.3% | +$725 | 0.01% | 1346 |
|
|
2022
Q2 | $222K | Hold |
4,601
| – | – | 0.01% | 1225 |
|
|
2022
Q1 | $222K | Buy |
4,601
+1,493
| +48% | +$72K | 0.01% | 1225 |
|
|
2021
Q4 | $148K | Sell |
3,108
-260
| -8% | -$12.4K | ﹤0.01% | 1082 |
|
|
2021
Q3 | $166K | Sell |
3,368
-322,111
| -99% | -$15.9M | ﹤0.01% | 1026 |
|
|
2021
Q2 | $15.8M | Buy |
325,479
+18,588
| +6% | +$900K | 0.33% | 26 |
|
|
2021
Q1 | $14.8M | Buy |
306,891
+67,466
| +28% | +$3.25M | 0.29% | 28 |
|
|
2020
Q4 | $11.8M | Buy |
239,425
+231,263
| +2,833% | +$11.4M | 0.48% | 30 |
|
|
2020
Q3 | $404K | Buy |
8,162
+353
| +5% | +$17.5K | 0.02% | 484 |
|
|
2020
Q2 | $387K | Sell |
7,809
-62
| -0.8% | -$3.07K | 0.03% | 470 |
|
|
2020
Q1 | $379K | Sell |
7,871
-1,490
| -16% | -$71.7K | 0.04% | 409 |
|
|
2019
Q4 | $462K | Sell |
9,361
-3,442
| -27% | -$170K | 0.03% | 441 |
|
|
2019
Q3 | $634K | Buy |
+12,803
| New | +$634K | 0.04% | 432 |
|
|
2019
Q1 | $673K | Sell |
13,939
-14,259
| -51% | -$688K | 0.09% | 232 |
|
|
2018
Q4 | $1.33M | Sell |
28,198
-9,120
| -24% | -$430K | 0.08% | 272 |
|
|
2018
Q3 | $1.76M | Sell |
37,318
-7,044
| -16% | -$333K | 0.07% | 287 |
|
|
2018
Q2 | $2.11M | Sell |
44,362
-81,145
| -65% | -$3.86M | 0.09% | 239 |
|
|
2018
Q1 | $6.11M | Hold |
125,507
| – | – | 0.28% | 77 |
|
|
2017
Q4 | $6.11M | Buy |
125,507
+5,368
| +4% | +$261K | 0.28% | 77 |
|
|
2017
Q3 | $5.92M | Buy |
120,139
+15,271
| +15% | +$752K | 0.24% | 87 |
|
|
2017
Q2 | $5.16M | Buy |
104,868
+20,843
| +25% | +$1.03M | 0.22% | 101 |
|
|
2017
Q1 | $4.11M | Buy |
84,025
+21,711
| +35% | +$1.06M | 0.18% | 125 |
|
|
2016
Q4 | $3.02M | Buy |
62,314
+5,759
| +10% | +$279K | 0.15% | 157 |
|
|
2016
Q3 | $2.84M | Buy |
56,555
+10,005
| +21% | +$502K | 0.15% | 151 |
|
|
2016
Q2 | $2.32M | Buy |
46,550
+32,611
| +234% | +$1.63M | 0.13% | 174 |
|
|
2016
Q1 | $673K | Sell |
13,939
-27,677
| -67% | -$1.34M | 0.09% | 232 |
|
|
2015
Q4 | $2.02M | Buy |
+41,616
| New | +$2.02M | 0.14% | 163 |
|