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

Spire 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
2024 Q3	–	Sell	-1,503	Closed	-$59.7K	–	2269
2024 Q2	$59.7K	Hold	1,503	–	–	﹤0.01%	1060
2024 Q1	$60.2K	Hold	1,503	–	–	﹤0.01%	1156
2023 Q4	$59.9K	Buy	1,503 +528	+54%	+$20.5K	﹤0.01%	1146
2023 Q3	$37.7K	Hold	975	–	–	﹤0.01%	1270
2023 Q2	$39.5K	Sell	975 -384	-28%	-$15.6K	﹤0.01%	1297
2023 Q1	$55.8K	Buy	+1,359	New	+$55.5K	﹤0.01%	1155
2022 Q2	–	Sell	-1,289	Closed	-$58K	–	2832
2022 Q1	$58K	Sell	1,289 -133	-9%	-$6.12K	﹤0.01%	1396
2021 Q4	$67K	Buy	1,422 +133	+10%	+$6.35K	﹤0.01%	1591
2021 Q3	$62K	Hold	1,289	–	–	﹤0.01%	1394
2021 Q2	$62K	Sell	1,289 -133	-9%	-$6.43K	﹤0.01%	1392
2021 Q1	$69K	Buy	+1,422	New	+$69.4K	﹤0.01%	1567

Other funds holding TOTL

SEIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Spire Wealth Management's TOTL Position: Q3 2024 in Review

Spire Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2024, closing a stake of 1,503 shares — an estimated $59.7K sold.

Spire Wealth Management first reported a position in TOTL in Q1 2021 and held it in 11 quarters. The position peaked at $69K in Q1 2021. 337 funds tracked by Wall St. Rank hold TOTL as of Q3 2024.

Spire Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 1,503 State Street DoubleLine Total Return Tactical ETF shares in Q3 2024, an estimated $59.7K.
Spire Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $69K in Q1 2021.
337 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.