Worth Financial Advisory Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Worth Financial Advisory Group's TOTL Position: Q2 2026 in Review
Worth Financial Advisory Group opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 29,717 shares worth $1.17M. The stake represents 0.49% of the portfolio and ranks #52 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in TOTL as recently as Q4 2025.
Worth Financial Advisory Group first reported a position in TOTL in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- Worth Financial Advisory Group held 29,717 shares of State Street DoubleLine Total Return Tactical ETF worth $1.17M as of Q2 2026.
- State Street DoubleLine Total Return Tactical ETF was a new Worth Financial Advisory Group position in Q2 2026.
- State Street DoubleLine Total Return Tactical ETF made up 0.49% of Worth Financial Advisory Group's portfolio in Q2 2026, its #52 holding.
- Worth Financial Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 12 quarters since.
- Worth Financial Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $1.4M in Q1 2025.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.