Westmount Partners’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
Q2
$495K Sell
12,529
-305
-2% -$12.1K 0.11% 154
2026
Q1
$510K Buy
12,834
+793
+7% +$31.9K 0.13% 145
2025
Q4
$485K Sell
12,041
-203
-2% -$8.22K 0.12% 134
2025
Q3
$496K Buy
12,244
+1,099
+10% +$44.1K 0.13% 135
2025
Q2
$447K Sell
11,145
-785
-7% -$31.2K 0.12% 137
2025
Q1
$481K Sell
11,930
-3,233
-21% -$129K 0.15% 127
2024
Q4
$597K Sell
15,163
-10,741
-41% -$431K 0.18% 101
2024
Q3
$1.07M Buy
25,904
+127
+0.5% +$5.18K 0.32% 63
2024
Q2
$1.01M Buy
25,777
+415
+2% +$16.4K 0.34% 64
2024
Q1
$1.02M Sell
25,362
-512
-2% -$20.4K 0.37% 59
2023
Q4
$1.04M Buy
25,874
+1,999
+8% +$77.4K 0.43% 53
2023
Q3
$923K Buy
23,875
+1,436
+6% +$57K 0.41% 56
2023
Q2
$910K Sell
22,439
-654
-3% -$26.6K 0.4% 56
2023
Q1
$948K Buy
23,093
+175
+0.8% +$7.14K 0.44% 46
2022
Q4
$918K Buy
+22,918
New +$919K 0.48% 44

Other funds holding TOTL

Westmount Partners's TOTL Position: Q2 2026 in Review

Westmount Partners reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.4% in Q2 2026, selling an estimated $12.1K and leaving 12,529 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #154.

Westmount Partners first reported a position in TOTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2024. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Westmount Partners held 12,529 shares of State Street DoubleLine Total Return Tactical ETF worth $495K as of Q2 2026.
  • Westmount Partners sold 305 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $12.1K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #154 holding.
  • Westmount Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $1.07M in Q3 2024.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.