Kestra Private Wealth 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
Q2
$1.21M Sell
30,211
-4,774
-14% -$191K 0.02% 666
2025
Q1
$1.41M Sell
34,985
-20,478
-37% -$825K 0.02% 556
2024
Q4
$2.18M Sell
55,463
-10,052
-15% -$396K 0.04% 417
2024
Q3
$2.71M Buy
65,515
+60,148
+1,121% +$2.49M 0.05% 346
2024
Q2
$213K Buy
+5,367
New +$213K ﹤0.01% 1211