Raymond James & Associates’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
2024
Q3
$22M Sell
532,291
-33,361
-6% -$1.36M 0.01% 765
2024
Q2
$22.5M Sell
565,652
-24,332
-4% -$960K 0.01% 717
2024
Q1
$23.6M Sell
589,984
-182,665
-24% -$7.28M 0.02% 698
2023
Q4
$31.1M Sell
772,649
-19,516
-2% -$756K 0.02% 559
2023
Q3
$30.6M Buy
792,165
+592,621
+297% +$23.5M 0.03% 521
2023
Q2
$8.09M Buy
199,544
+108,012
+118% +$4.4M 0.01% 1190
2023
Q1
$3.76M Sell
91,532
-5,293
-5% -$216K ﹤0.01% 1664
2022
Q4
$3.88M Buy
96,825
+12,714
+15% +$510K ﹤0.01% 1579
2022
Q3
$3.38M Buy
84,111
+3,734
+5% +$157K ﹤0.01% 1638
2022
Q2
$3.39M Sell
80,377
-10,030
-11% -$432K ﹤0.01% 1665
2022
Q1
$4.05M Sell
90,407
-4,851
-5% -$223K ﹤0.01% 1664
2021
Q4
$4.51M Sell
95,258
-3,711
-4% -$177K ﹤0.01% 1625
2021
Q3
$4.78M Buy
98,969
+419
+0.4% +$20.3K ﹤0.01% 1529
2021
Q2
$4.77M Sell
98,550
-96,407
-49% -$4.66M ﹤0.01% 1524
2021
Q1
$9.4M Sell
194,957
-27,584
-12% -$1.35M 0.01% 1062
2020
Q4
$11M Buy
222,541
+19,413
+10% +$958K 0.01% 898
2020
Q3
$10M Sell
203,128
-211,976
-51% -$10.5M 0.01% 854
2020
Q2
$20.6M Buy
415,104
+210,879
+103% +$10.3M 0.03% 505
2020
Q1
$9.79M Sell
204,225
-99,542
-33% -$4.89M 0.02% 756
2019
Q4
$14.9M Sell
303,767
-64,146
-17% -$3.14M 0.02% 711
2019
Q3
$18.1M Buy
367,913
+123,816
+51% +$6.09M 0.03% 586
2019
Q2
$12M Sell
244,097
-44,624
-15% -$2.16M 0.02% 766
2019
Q1
$14M Sell
288,721
-4,237
-1% -$202K 0.02% 666
2018
Q4
$13.9M Sell
292,958
-45,810
-14% -$2.15M 0.02% 609
2018
Q3
$16M Sell
338,768
-7,592
-2% -$360K 0.02% 617
2018
Q2
$16.5M Buy
346,360
+38,831
+13% +$1.84M 0.03% 586
2018
Q1
$14.8M Buy
307,529
+58,760
+24% +$2.82M 0.03% 587
2017
Q4
$12.1M Sell
248,769
-122,253
-33% -$5.98M 0.02% 665
2017
Q3
$18.3M Buy
371,022
+20,902
+6% +$1.03M 0.04% 489
2017
Q2
$17.2M Sell
350,120
-4,210
-1% -$207K 0.04% 481
2017
Q1
$17.3M Sell
354,330
-126,918
-26% -$6.18M 0.04% 446
2016
Q4
$23.3M Sell
481,248
-130,712
-21% -$6.43M 0.06% 319
2016
Q3
$30.7M Buy
611,960
+52,735
+9% +$2.64M 0.08% 234
2016
Q2
$27.9M Buy
559,225
+37,506
+7% +$1.86M 0.09% 242
2016
Q1
$25.8M Buy
521,719
+107,929
+26% +$5.29M 0.09% 242
2015
Q4
$20.1M Buy
413,790
+249,522
+152% +$12.3M 0.07% 308
2015
Q3
$8.13M Buy
164,268
+22,473
+16% +$1.11M 0.03% 561
2015
Q2
$7.02M Buy
141,795
+125,743
+783% +$6.27M 0.03% 659
2015
Q1
$803K Buy
+16,052
New +$801K ﹤0.01% 1790

Other funds holding TOTL

Raymond James & Associates's TOTL Position: Q3 2024 in Review

Raymond James & Associates reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 5.9% in Q3 2024, selling an estimated $1.36M and leaving 532,291 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #765.

Raymond James & Associates first reported a position in TOTL in Q1 2015 and has held it in 39 quarters since. The position peaked at $31.1M in Q4 2023. 337 funds tracked by Wall St. Rank hold TOTL as of Q3 2024.

  • Raymond James & Associates held 532,291 shares of State Street DoubleLine Total Return Tactical ETF worth $22M as of Q3 2024.
  • Raymond James & Associates sold 33,361 State Street DoubleLine Total Return Tactical ETF shares in Q3 2024, an estimated $1.36M.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #765 holding.
  • Raymond James & Associates first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2015 and has held it in 39 quarters since.
  • Raymond James & Associates's State Street DoubleLine Total Return Tactical ETF position peaked at $31.1M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.