Northwestern Mutual Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Northwestern Mutual Wealth Management’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
2026 Q1	$4.48M	Buy	112,837 +9,013	+9%	+$362K	﹤0.01%	840
2025 Q4	$4.18M	Buy	103,824 +7,812	+8%	+$316K	﹤0.01%	831
2025 Q3	$3.9M	Buy	96,012 +8,539	+10%	+$343K	﹤0.01%	813
2025 Q2	$3.51M	Sell	87,473 -20,680	-19%	-$822K	﹤0.01%	788
2025 Q1	$4.36M	Buy	108,153 +67,562	+166%	+$2.69M	﹤0.01%	691
2024 Q4	$1.6M	Sell	40,591 -18,239	-31%	-$733K	﹤0.01%	923
2024 Q3	$2.44M	Buy	58,830 +1,259	+2%	+$51.4K	﹤0.01%	798
2024 Q2	$2.29M	Sell	57,571 -1,701	-3%	-$67.1K	﹤0.01%	769
2024 Q1	$2.37M	Sell	59,272 -2,308	-4%	-$92K	﹤0.01%	748
2023 Q4	$2.48M	Buy	61,580 +2,812	+5%	+$109K	﹤0.01%	712
2023 Q3	$2.27M	Sell	58,768 -339	-0.6%	-$13.4K	﹤0.01%	692
2023 Q2	$2.4M	Sell	59,107 -2,076	-3%	-$84.5K	﹤0.01%	658
2023 Q1	$2.51M	Buy	61,183 +2,879	+5%	+$118K	﹤0.01%	628
2022 Q4	$2.33M	Buy	58,304 +51,691	+782%	+$2.07M	﹤0.01%	634
2022 Q3	$266K	Sell	6,613 -499	-7%	-$21K	﹤0.01%	1297
2022 Q2	$300K	Sell	7,112 -1,065	-13%	-$45.9K	﹤0.01%	1254
2022 Q1	$366K	Buy	8,177 +293	+4%	+$13.5K	﹤0.01%	1201
2021 Q4	$373K	Sell	7,884 -933	-11%	-$44.5K	﹤0.01%	1192
2021 Q3	$426K	Sell	8,817 -2,024	-19%	-$98.1K	﹤0.01%	1051
2021 Q2	$525K	Buy	10,841 +7,605	+235%	+$368K	﹤0.01%	967
2021 Q1	$156K	Hold	3,236	–	–	﹤0.01%	1318
2020 Q4	$159K	Sell	3,236 -1,675	-34%	-$82.6K	﹤0.01%	1235
2020 Q3	$242K	Buy	4,911 +3,681	+299%	+$182K	﹤0.01%	964
2020 Q2	$61K	Buy	1,230 +346	+39%	+$17K	﹤0.01%	1389
2020 Q1	$42K	Sell	884 -670	-43%	-$32.9K	﹤0.01%	1462
2019 Q4	$76K	Buy	1,554 +1,361	+705%	+$66.7K	﹤0.01%	1296
2019 Q3	$10K	Sell	193 -284	-60%	-$14K	﹤0.01%	1928
2019 Q2	$23K	Buy	+477	New	+$23.1K	﹤0.01%	1677
2018 Q4	–	Sell	-473	Closed	-$22K	–	2652
2018 Q3	$22K	Buy	473 +323	+215%	+$15.3K	﹤0.01%	1627
2018 Q2	$7K	Sell	150 -881	-85%	-$41.8K	﹤0.01%	1944
2018 Q1	$50K	Buy	1,031 +247	+32%	+$11.9K	﹤0.01%	1203
2017 Q4	$38K	Buy	784 +47	+6%	+$2.3K	﹤0.01%	1256
2017 Q3	$36K	Buy	+737	New	+$36.4K	﹤0.01%	1236
2016 Q2	–	Sell	-1,782	Closed	-$88K	–	2261
2016 Q1	$88K	Buy	1,782 +1,472	+475%	+$72.1K	﹤0.01%	739
2015 Q4	$15K	Buy	+310	New	+$15.2K	﹤0.01%	1088

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SEIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Northwestern Mutual Wealth Management's TOTL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 8.7% in Q1 2026, buying an estimated $362K and bringing the position to 112,837 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Northwestern Mutual Wealth Management first reported a position in TOTL in Q4 2015 and has held it in 35 quarters since. 357 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Northwestern Mutual Wealth Management held 112,837 shares of State Street DoubleLine Total Return Tactical ETF worth $4.48M as of Q1 2026.
Northwestern Mutual Wealth Management bought 9,013 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $362K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #840 holding.
Northwestern Mutual Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2015 and has held it in 35 quarters since.
357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.