Private Wealth Management Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Private Wealth Management Group's TOTL Position: Q4 2025 in Review
Private Wealth Management Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2025, closing a stake of 1,496 shares — an estimated $60.7K sold.
Private Wealth Management Group first reported a position in TOTL in Q1 2025 and held it in 2 quarters. The position peaked at $124K in Q1 2025. 354 funds tracked by Wall St. Rank hold TOTL as of Q4 2025.
- Private Wealth Management Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
- Private Wealth Management Group sold 1,496 State Street DoubleLine Total Return Tactical ETF shares in Q4 2025, an estimated $60.7K.
- Private Wealth Management Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2025 and held it in 2 quarters.
- Private Wealth Management Group's State Street DoubleLine Total Return Tactical ETF position peaked at $124K in Q1 2025.
- 354 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2025.
Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.