New Century Financial 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
Q2
Sell
-8,653
Closed -$349K 156
2025
Q1
$349K Buy
8,653
+1,100
+15% +$43.7K 0.4% 85
2024
Q4
$297K Sell
7,553
-340
-4% -$13.7K 0.13% 214
2024
Q3
$327K Buy
7,893
+103
+1% +$4.2K 0.12% 210
2024
Q2
$309K Buy
+7,790
New +$307K 0.13% 194

Other funds holding TOTL

New Century Financial Group's TOTL Position: Q2 2025 in Review

New Century Financial Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2025, closing a stake of 8,653 shares — an estimated $349K sold.

New Century Financial Group first reported a position in TOTL in Q2 2024 and held it in 4 quarters. The position peaked at $349K in Q1 2025. 338 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

  • New Century Financial Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 8,653 State Street DoubleLine Total Return Tactical ETF shares in Q2 2025, an estimated $349K.
  • New Century Financial Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's State Street DoubleLine Total Return Tactical ETF position peaked at $349K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.