Morling Financial Advisors’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
2026
Q2
$45.3M Buy
1,147,703
+45,461
+4% +$1.8M 12.58% 2
2026
Q1
$43.8M Buy
1,102,242
+91,236
+9% +$3.67M 13.46% 1
2025
Q4
$40.7M Buy
1,011,006
+68,964
+7% +$2.79M 12.79% 2
2025
Q3
$38.2M Buy
942,042
+48,780
+5% +$1.96M 12.64% 2
2025
Q2
$35.8M Sell
893,262
-17,746
-2% -$706K 11.72% 1
2025
Q1
$36.7M Sell
911,008
-56,494
-6% -$2.25M 12.63% 1
2024
Q4
$38.1M Sell
967,502
-5,803
-0.6% -$233K 13.29% 1
2024
Q3
$40.3M Buy
973,305
+95,829
+11% +$3.91M 15.35% 1
2024
Q2
$34.9M Buy
877,476
+870,410
+12,318% +$34.3M 15.19% 1
2024
Q1
$283K Buy
+7,066
New +$282K 0.16% 53
2023
Q4
Sell
-15,208
Closed -$588K 82
2023
Q3
$588K Buy
15,208
+1,734
+13% +$68.8K 0.58% 31
2023
Q2
$546K Buy
+13,474
New +$549K 0.53% 32
2022
Q4
Sell
-6,025
Closed -$242K 79
2022
Q3
$242K Sell
6,025
-3,256
-35% -$137K 0.33% 44
2022
Q2
$391K Sell
9,281
-488
-5% -$21K 0.51% 35
2022
Q1
$437K Buy
9,769
+847
+9% +$38.9K 0.55% 28
2021
Q4
$422K Buy
+8,922
New +$426K 0.4% 27

Other funds holding TOTL

Morling Financial Advisors's TOTL Position: Q2 2026 in Review

Morling Financial Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4.1% in Q2 2026, buying an estimated $1.8M and bringing the position to 1,147,703 shares worth $45.3M. The position accounts for 12.58% of the portfolio, ranked #2.

Morling Financial Advisors first reported a position in TOTL in Q4 2021 and has held it in 16 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Morling Financial Advisors held 1,147,703 shares of State Street DoubleLine Total Return Tactical ETF worth $45.3M as of Q2 2026.
  • Morling Financial Advisors bought 45,461 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.8M.
  • State Street DoubleLine Total Return Tactical ETF made up 12.58% of Morling Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Morling Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and has held it in 16 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.