Institute for Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Institute for Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89.9K	Buy	+2,278	New	+$90K	0.01%	704
2022 Q1	–	Sell	-4,883	Closed	-$231K	–	566
2021 Q4	$231K	Sell	4,883 -409	-8%	-$19.5K	0.04%	439
2021 Q3	$256K	Buy	5,292 +1	+0%	+$48	0.04%	413
2021 Q2	$256K	Sell	5,291 -87	-2%	-$4.21K	0.04%	413
2021 Q1	$259K	Sell	5,378 -597	-10%	-$29.2K	0.05%	390
2020 Q4	$294K	Sell	5,975 -1,272	-18%	-$62.7K	0.06%	352
2020 Q3	$357K	Sell	7,247 -420	-5%	-$20.8K	0.08%	287
2020 Q2	$380K	Sell	7,667 -744	-9%	-$36.4K	0.09%	285
2020 Q1	$403K	Sell	8,411 -355	-4%	-$17.4K	0.12%	227
2019 Q4	$429K	Sell	8,766 -995	-10%	-$48.8K	0.1%	285
2019 Q3	$481K	Sell	9,761 -2,911	-23%	-$143K	0.12%	242
2019 Q2	$622K	Sell	12,672 -394	-3%	-$19.1K	0.14%	223
2019 Q1	$632K	Sell	13,066 -3,057	-19%	-$146K	0.14%	199
2018 Q4	$764K	Sell	16,123 -2,635	-14%	-$124K	0.31%	96
2018 Q3	$889K	Sell	18,758 -1,315	-7%	-$62.4K	0.3%	112
2018 Q2	$957K	Sell	20,073 -1,045	-5%	-$49.6K	0.3%	115
2018 Q1	$1M	Sell	21,118 -20,301	-49%	-$974K	0.3%	122
2017 Q4	$2.01M	Buy	41,419 +34,861	+532%	+$1.7M	0.46%	53
2017 Q3	$323K	Sell	6,558 -2,242	-25%	-$111K	0.11%	221
2017 Q2	$433K	Buy	+8,800	New	+$433K	0.12%	250
2015 Q4	$1.92M	Sell	39,446 -18,072	-31%	-$888K	2.86%	10
2015 Q3	$2.85M	Buy	+57,518	New	+$2.84M	5.41%	6

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's TOTL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 2,278 shares worth $89.9K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TOTL as recently as Q4 2021.

Institute for Wealth Management first reported a position in TOTL in Q3 2015 and has held it in 22 quarters since. The position peaked at $2.85M in Q3 2015. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Institute for Wealth Management held 2,278 shares of State Street DoubleLine Total Return Tactical ETF worth $89.9K as of Q2 2026.
State Street DoubleLine Total Return Tactical ETF was a new Institute for Wealth Management position in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #704 holding.
Institute for Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2015 and has held it in 22 quarters since.
Institute for Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $2.85M in Q3 2015.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.