SWM
Stapp Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
203,592
+5,438
| +3% | +$218K | 11.75% | 2 |
|
|
2025
Q1 | $7.98M | Buy |
198,154
+23,799
| +14% | +$959K | 12.3% | 2 |
|
|
2024
Q4 | $6.87M | Buy |
174,355
+6,581
| +4% | +$259K | 10.71% | 2 |
|
|
2024
Q3 | $6.95M | Buy |
167,774
+530
| +0.3% | +$21.9K | 11.21% | 2 |
|
|
2024
Q2 | $6.64M | Buy |
167,244
+4,057
| +2% | +$161K | 11.51% | 2 |
|
|
2024
Q1 | $6.54M | Sell |
163,187
-1,281
| -0.8% | -$51.3K | 11.4% | 2 |
|
|
2023
Q4 | $6.62M | Buy |
164,468
+2,142
| +1% | +$86.2K | 11.12% | 2 |
|
|
2023
Q3 | $6.27M | Sell |
162,326
-4,442
| -3% | -$172K | 12.08% | 2 |
|
|
2023
Q2 | $6.76M | Buy |
166,768
+1,733
| +1% | +$70.3K | 13.39% | 2 |
|
|
2023
Q1 | $6.77M | Buy |
165,035
+147,750
| +855% | +$6.06M | 9.3% | 3 |
|
|
2022
Q4 | $692K | Buy |
17,285
+16,675
| +2,734% | +$668K | 1.66% | 12 |
|
|
2022
Q3 | $25K | Buy |
+610
| New | +$25K | 0.07% | 45 |
|