Number of Shares
485,413.00
Current Holdings Value*
$19.56 Mil
% of Portfolio
4.21%
Total Estimate Gain
$-4.93 Mil
% of Total Estimate Gain
-14.27%

McNamara Financial Services, Inc.'s SPDR DoubleLine Total Return Tactical ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 485,413.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $19.56 Mil. This investment constitutes 4.21% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.55% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.

The initial trade took place in 2020Q2. And since then McNamara Financial Services, Inc. has made 13 purchases of TOTL, at an average price of $47.46, for a total of 727,256.00 shares. In addition, there have been 6 sales at an average price of $42.30 for 241,843.00 shares. Based on historical transaction data and TOTL's current price of $39.88, McNamara Financial Services, Inc.'s estimated gain on his TOTL holdings is $-4.93 Mil, reflecting a -14.27% gain to date.

McNamara Financial Services, Inc. TOTL ($39.88) Holding Chart

McNamara Financial Services, Inc. TOTL ($39.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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