SK Wealth Management’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
$1.07M Sell
27,627
-9,117
-25% -$360K 0.24% 39
2026
Q1
$1.46M Sell
36,744
-333
-0.9% -$13.4K 0.4% 30
2025
Q4
$1.49M Sell
37,077
-31,807
-46% -$1.29M 0.42% 31
2025
Q3
$2.79M Sell
68,884
-699
-1% -$28.1K 1.04% 22
2025
Q2
$2.77M Buy
69,583
+1,385
+2% +$55.1K 1.2% 18
2025
Q1
$2.7M Buy
68,198
+476
+0.7% +$18.9K 1.45% 15
2024
Q4
$2.67M Hold
67,722
1.36% 13
2024
Q3
$2.66M Buy
+67,722
New +$2.76M 1.36% 13

Other funds holding TOTL

SK Wealth Management's TOTL Position: Q2 2026 in Review

SK Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 25% in Q2 2026, selling an estimated $360K and leaving 27,627 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #39.

SK Wealth Management first reported a position in TOTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.79M in Q3 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • SK Wealth Management held 27,627 shares of State Street DoubleLine Total Return Tactical ETF worth $1.07M as of Q2 2026.
  • SK Wealth Management sold 9,117 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $360K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.24% of SK Wealth Management's portfolio in Q2 2026, its #39 holding.
  • SK Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 8 quarters since.
  • SK Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $2.79M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.