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Wealthspire Advisors (New York)’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,625
Closed -$65.9K – 2737
2025
Q3 		$65.9K Buy
+1,625
New +$65.2K ﹤0.01% 1139

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s TOTL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2025, closing a stake of 1,625 shares — an estimated $65.9K sold.

Wealthspire Advisors (New York) first reported a position in TOTL in Q3 2025 and held it in 1 quarter. The position peaked at $65.9K in Q3 2025. 356 funds tracked by Wall St. Rank hold TOTL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,625 State Street DoubleLine Total Return Tactical ETF shares in Q4 2025, an estimated $65.9K.
  • Wealthspire Advisors (New York) first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street DoubleLine Total Return Tactical ETF position peaked at $65.9K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.