Keel Point’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
2025
Q1
Sell
-6,121
Closed -$241K 485
2024
Q4
$241K Sell
6,121
-1,017
-14% -$40.8K 0.02% 373
2024
Q3
$296K Buy
7,138
+935
+15% +$38.1K 0.02% 328
2024
Q2
$254K Sell
6,203
-2,540
-29% -$100K 0.02% 355
2024
Q1
$350K Hold
8,743
0.04% 261
2023
Q4
$352K Buy
+8,743
New +$339K 0.04% 236
2023
Q3
Sell
-5,516
Closed -$224K 330
2023
Q2
$224K Buy
5,516
+189
+4% +$7.69K 0.03% 292
2023
Q1
$219K Hold
5,327
0.03% 280
2022
Q4
$213K Sell
5,327
-659
-11% -$26.4K 0.03% 266
2022
Q3
$241K Buy
+5,986
New +$252K 0.04% 213

Other funds holding TOTL

Keel Point's TOTL Position: Q1 2025 in Review

Keel Point sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2025, closing a stake of 6,121 shares — an estimated $241K sold.

Keel Point first reported a position in TOTL in Q3 2022 and held it in 9 quarters. The position peaked at $352K in Q4 2023. 346 funds tracked by Wall St. Rank hold TOTL as of Q1 2025.

  • Keel Point reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Keel Point sold 6,121 State Street DoubleLine Total Return Tactical ETF shares in Q1 2025, an estimated $241K.
  • Keel Point first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2022 and held it in 9 quarters.
  • Keel Point's State Street DoubleLine Total Return Tactical ETF position peaked at $352K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2025.

Based on Keel Point's 13F filing for Q1 2025, filed 15 May 2025.