Laird Norton Wetherby Wealth Management’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 | $513K | Buy |
+12,787
| New | +$513K | 0.02% | 548 |
|
|
2024
Q4 | $504K | Hold |
12,787
| – | – | 0.02% | 526 |
|
|
2024
Q3 | $529K | Hold |
12,787
| – | – | 0.02% | 539 |
|
|
2024
Q2 | $508K | Sell |
12,787
-602
| -4% | -$23.9K | 0.02% | 532 |
|
|
2024
Q1 | $536K | Buy |
13,389
+975
| +8% | +$39K | 0.03% | 536 |
|
|
2023
Q4 | $500K | Buy |
12,414
+1,868
| +18% | +$75.2K | 0.03% | 542 |
|
|
2023
Q3 | $408K | Hold |
10,546
| – | – | 0.02% | 591 |
|
|
2023
Q2 | $428K | Buy |
+10,546
| New | +$428K | 0.02% | 595 |
|
|
2021
Q4 | – | Sell |
-5,769
| Closed | -$279K | – | 935 |
|
|
2021
Q3 | $279K | Sell |
5,769
-820
| -12% | -$39.7K | 0.02% | 723 |
|
|
2021
Q2 | $319K | Buy |
6,589
+1,020
| +18% | +$49.4K | 0.02% | 686 |
|
|
2021
Q1 | $268K | Sell |
5,569
-1,009
| -15% | -$48.6K | 0.02% | 647 |
|
|
2020
Q4 | $324K | Buy |
6,578
+1,009
| +18% | +$49.7K | 0.02% | 623 |
|
|
2020
Q3 | $275K | Hold |
5,569
| – | – | 0.02% | 545 |
|
|
2020
Q2 | $276K | Hold |
5,569
| – | – | 0.03% | 544 |
|
|
2020
Q1 | $267K | Hold |
5,569
| – | – | 0.03% | 481 |
|
|
2019
Q4 | $273K | Hold |
5,569
| – | – | 0.03% | 561 |
|
|
2019
Q3 | $274K | Hold |
5,569
| – | – | 0.03% | 572 |
|
|
2019
Q2 | $273K | Hold |
5,569
| – | – | 0.03% | 568 |
|
|
2019
Q1 | $269K | Hold |
5,569
| – | – | 0.03% | 545 |
|
|
2018
Q4 | $264K | Hold |
5,569
| – | – | 0.04% | 504 |
|
|
2018
Q3 | $263K | Hold |
5,569
| – | – | 0.03% | 541 |
|
|
2018
Q2 | $265K | Hold |
5,569
| – | – | 0.04% | 508 |
|
|
2018
Q1 | $267K | Hold |
5,569
| – | – | 0.04% | 509 |
|
|
2017
Q4 | $271K | Hold |
5,569
| – | – | 0.04% | 496 |
|
|
2017
Q3 | $274K | Hold |
5,569
| – | – | 0.04% | 484 |
|
|
2017
Q2 | $274K | Hold |
5,569
| – | – | 0.05% | 455 |
|
|
2017
Q1 | $272K | Buy |
+5,569
| New | +$272K | 0.05% | 452 |
|
|
2016
Q4 | – | Sell |
-4,035
| Closed | -$203K | – | 544 |
|
|
2016
Q3 | $203K | Hold |
4,035
| – | – | 0.04% | 489 |
|
|
2016
Q2 | $201K | Buy |
+4,035
| New | +$201K | 0.04% | 466 |
|
|
2015
Q3 | – | Sell |
-4,035
| Closed | -$200K | – | 488 |
|
|
2015
Q2 | $200K | Buy |
+4,035
| New | +$200K | 0.05% | 429 |
|