US Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
KIM
TA
US Financial Advisors's TOTL Position: Q1 2025 in Review
US Financial Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 3.5% in Q1 2025, buying an estimated $140K and bringing the position to 103,325 shares worth $4.16M. The position accounts for 1.23% of the portfolio, ranked #26.
US Financial Advisors first reported a position in TOTL in Q4 2015 and has held it in 10 quarters since. The position peaked at $4.31M in Q1 2021. 347 funds tracked by Wall St. Rank hold TOTL as of Q1 2025.
- US Financial Advisors held 103,325 shares of State Street DoubleLine Total Return Tactical ETF worth $4.16M as of Q1 2025.
- US Financial Advisors bought 3,523 State Street DoubleLine Total Return Tactical ETF shares in Q1 2025, an estimated $140K.
- State Street DoubleLine Total Return Tactical ETF made up 1.23% of US Financial Advisors's portfolio in Q1 2025, its #26 holding.
- US Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2015 and has held it in 10 quarters since.
- US Financial Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $4.31M in Q1 2021.
- 347 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2025.
Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.