M3 Advisory Group’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
Q4
– Sell
-6,475
Closed -$263K – 158
2025
Q3
$263K Buy
6,475
+165
+3% +$6.63K 0.16% 108
2025
Q2
$253K Buy
6,310
+143
+2% +$5.69K 0.18% 111
2025
Q1
$248K Buy
6,167
+135
+2% +$5.37K 0.2% 109
2024
Q4
$238K Buy
6,032
+514
+9% +$20.6K 0.17% 124
2024
Q3
$228K Buy
5,518
+15
+0.3% +$612 0.17% 131
2024
Q2
$219K Buy
5,503
+15
+0.3% +$592 0.18% 120
2024
Q1
$220K Buy
5,488
+385
+8% +$15.3K 0.2% 117
2023
Q4
$205K Buy
+5,103
New +$198K 0.24% 98

Other funds holding TOTL

M3 Advisory Group's TOTL Position: Q4 2025 in Review

M3 Advisory Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2025, closing a stake of 6,475 shares — an estimated $263K sold.

M3 Advisory Group first reported a position in TOTL in Q4 2023 and held it in 8 quarters. The position peaked at $263K in Q3 2025. 357 funds tracked by Wall St. Rank hold TOTL as of Q4 2025.

  • M3 Advisory Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
  • M3 Advisory Group sold 6,475 State Street DoubleLine Total Return Tactical ETF shares in Q4 2025, an estimated $263K.
  • M3 Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and held it in 8 quarters.
  • M3 Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $263K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.