MassMutual Private Wealth & Trust’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q1	–	Sell	-1,660	Closed	-$66.8K	–	2133
2023 Q4	$66.8K	Buy	+1,660	New	+$64.3K	﹤0.01%	539
2019 Q2	–	Sell	-101	Closed	-$4.88K	–	831
2019 Q1	$4.88K	Buy	+101	New	+$4.82K	﹤0.01%	686

Other funds holding TOTL

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's TOTL Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2024, closing a stake of 1,660 shares — an estimated $66.8K sold.

MassMutual Private Wealth & Trust first reported a position in TOTL in Q1 2019 and held it in 2 quarters. The position peaked at $66.8K in Q4 2023. 323 funds tracked by Wall St. Rank hold TOTL as of Q1 2024.

MassMutual Private Wealth & Trust reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,660 State Street DoubleLine Total Return Tactical ETF shares in Q1 2024, an estimated $66.8K.
MassMutual Private Wealth & Trust first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2019 and held it in 2 quarters.
MassMutual Private Wealth & Trust's State Street DoubleLine Total Return Tactical ETF position peaked at $66.8K in Q4 2023.
323 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.