Western 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
Q1
$630K Sell
15,851
-1,198
-7% -$48.2K 0.02% 576
2025
Q4
$686K Buy
17,049
+1,379
+9% +$55.8K 0.03% 442
2025
Q3
$636K Buy
15,670
+106
+0.7% +$4.26K 0.03% 398
2025
Q2
$624K Sell
15,564
-2,346
-13% -$93.3K 0.04% 365
2025
Q1
$722K Buy
17,910
+2,875
+19% +$114K 0.05% 309
2024
Q4
$592K Buy
15,035
+775
+5% +$31.1K 0.04% 343
2024
Q3
$590K Buy
14,260
+2,309
+19% +$94.2K 0.03% 421
2024
Q2
$475K Sell
11,951
-748
-6% -$29.5K 0.04% 382
2024
Q1
$509K Sell
12,699
-446
-3% -$17.8K 0.04% 363
2023
Q4
$529K Sell
13,145
-1,694
-11% -$65.6K 0.04% 399
2023
Q3
$574K Buy
14,839
+748
+5% +$29.7K 0.05% 359
2023
Q2
$571K Buy
14,091
+4,780
+51% +$195K 0.05% 348
2023
Q1
$382K Sell
9,311
-2,757
-23% -$113K 0.04% 440
2022
Q4
$483K Sell
12,068
-8,903
-42% -$357K 0.05% 345
2022
Q3
$839K Sell
20,971
-5,007
-19% -$211K 0.05% 347
2022
Q2
$1.1M Buy
25,978
+4,105
+19% +$177K 0.06% 289
2022
Q1
$980K Buy
21,873
+6,560
+43% +$302K 0.05% 340
2021
Q4
$722K Buy
+15,313
New +$731K 0.07% 260
2021
Q2
$609K Sell
12,485
-8,620
-41% -$417K 0.06% 318
2021
Q1
$1.02M Buy
21,105
+4,203
+25% +$205K 0.14% 158
2020
Q4
$833K Sell
16,902
-2,248
-12% -$111K 0.12% 183
2020
Q3
$944K Buy
19,150
+4,043
+27% +$200K 0.15% 153
2020
Q2
$749K Buy
15,107
+5,740
+61% +$281K 0.14% 168
2020
Q1
$452K Buy
9,367
+4,812
+106% +$236K 0.1% 200
2019
Q4
$223K Sell
4,555
-3,785
-45% -$185K 0.03% 369
2019
Q3
$412K Sell
8,340
-394
-5% -$19.4K 0.09% 239
2019
Q2
$429K Buy
8,734
+1,402
+19% +$67.9K 0.06% 249
2019
Q1
$353K Buy
7,332
+434
+6% +$20.7K 0.08% 257
2018
Q4
$328K Buy
+6,898
New +$324K 0.09% 238

Other funds holding TOTL

Western Wealth Management's TOTL Position: Q1 2026 in Review

Western Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 7% in Q1 2026, selling an estimated $48.2K and leaving 15,851 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #576.

Western Wealth Management first reported a position in TOTL in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.1M in Q2 2022. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Western Wealth Management held 15,851 shares of State Street DoubleLine Total Return Tactical ETF worth $630K as of Q1 2026.
  • Western Wealth Management sold 1,198 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $48.2K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #576 holding.
  • Western Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.1M in Q2 2022.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.