Cambridge Investment Research Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$15.7M	Sell	398,125 -33,857	-8%	-$1.34M	0.04%	475
2026 Q1	$17.2M	Buy	431,982 +24,193	+6%	+$973K	0.04%	416
2025 Q4	$16.4M	Sell	407,789 -4,832	-1%	-$196K	0.04%	426
2025 Q3	$16.7M	Sell	412,621 -8,154	-2%	-$327K	0.05%	411
2025 Q2	$16.9M	Buy	420,775 +78,558	+23%	+$3.12M	0.05%	366
2025 Q1	$13.8M	Sell	342,217 -16,727	-5%	-$665K	0.05%	399
2024 Q4	$14.1M	Sell	358,944 -135,551	-27%	-$5.44M	0.05%	379
2024 Q3	$20.5M	Buy	494,495 +13,493	+3%	+$551K	0.07%	278
2024 Q2	$19.1M	Buy	481,002 +91,248	+23%	+$3.6M	0.07%	274
2024 Q1	$15.6M	Buy	389,754 +12,648	+3%	+$504K	0.06%	318
2023 Q4	$15.2M	Sell	377,106 -16,647	-4%	-$645K	0.06%	290
2023 Q3	$15.2M	Buy	393,753 +13,492	+4%	+$535K	0.07%	267
2023 Q2	$15.4M	Sell	380,261 -1,529	-0.4%	-$62.2K	0.07%	269
2023 Q1	$15.7M	Buy	381,790 +7,926	+2%	+$324K	0.08%	257
2022 Q4	$15M	Sell	373,864 -13,612	-4%	-$546K	0.08%	255
2022 Q3	$15.6M	Sell	387,476 -16,751	-4%	-$704K	0.09%	231
2022 Q2	$17.1M	Sell	404,227 -5,383	-1%	-$232K	0.09%	216
2022 Q1	$18.3M	Sell	409,610 -20,190	-5%	-$928K	0.08%	231
2021 Q4	$20.3M	Buy	429,800 +2,570	+0.6%	+$123K	0.09%	213
2021 Q3	$20.6M	Sell	427,230 -9,737	-2%	-$472K	0.1%	201
2021 Q2	$21.2M	Sell	436,967 -81,175	-16%	-$3.93M	0.1%	205
2021 Q1	$25M	Buy	518,142 +72,385	+16%	+$3.53M	0.14%	159
2020 Q4	$22M	Sell	445,757 -41,729	-9%	-$2.06M	0.13%	160
2020 Q3	$24M	Sell	487,486 -17,818	-4%	-$883K	0.16%	134
2020 Q2	$25M	Buy	505,304 +12,381	+3%	+$607K	0.19%	110
2020 Q1	$23.6M	Sell	492,923 -93,571	-16%	-$4.59M	0.23%	91
2019 Q4	$28.7M	Buy	586,494 +16,538	+3%	+$810K	0.22%	98
2019 Q3	$28.1M	Sell	569,956 -83,242	-13%	-$4.09M	0.25%	85
2019 Q2	$32.1M	Sell	653,198 -95,784	-13%	-$4.64M	0.29%	70
2019 Q1	$36.2M	Sell	748,982 -35,624	-5%	-$1.7M	0.35%	48
2018 Q4	$37.2M	Sell	784,606 -62,984	-7%	-$2.96M	0.41%	42
2018 Q3	$40M	Sell	847,590 -9,640	-1%	-$457K	0.38%	40
2018 Q2	$40.8M	Sell	857,230 -37,337	-4%	-$1.77M	0.43%	38
2018 Q1	$42.9M	Buy	894,567 +21,556	+2%	+$1.03M	0.48%	30
2017 Q4	$42.5M	Buy	873,011 +41,595	+5%	+$2.03M	0.5%	31
2017 Q3	$41M	Buy	831,416 +41,812	+5%	+$2.06M	0.55%	28
2017 Q2	$38.9M	Buy	789,604 +26,797	+4%	+$1.32M	0.57%	28
2017 Q1	$37.3M	Buy	762,807 +51,810	+7%	+$2.52M	0.64%	23
2016 Q4	$34.4M	Buy	710,997 +9,546	+1%	+$470K	0.64%	24
2016 Q3	$35.2M	Buy	701,451 +7,587	+1%	+$380K	0.65%	24
2016 Q2	$34.6M	Buy	693,864 +24,107	+4%	+$1.19M	0.73%	21
2016 Q1	$33.1M	Sell	669,757 -209,409	-24%	-$10.3M	0.75%	21
2015 Q4	$42.7M	Buy	879,166 +246,950	+39%	+$12.1M	1.01%	13
2015 Q3	$31.3M	Buy	+632,216	New	+$31.3M	0.9%	16

Other funds holding TOTL

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Cambridge Investment Research Advisors's TOTL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 7.8% in Q2 2026, selling an estimated $1.34M and leaving 398,125 shares worth $15.7M. The position accounts for 0.04% of the portfolio, ranked #475.

Cambridge Investment Research Advisors first reported a position in TOTL in Q3 2015 and has held it in 44 quarters since. The position peaked at $42.9M in Q1 2018. 110 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Cambridge Investment Research Advisors held 398,125 shares of State Street DoubleLine Total Return Tactical ETF worth $15.7M as of Q2 2026.
Cambridge Investment Research Advisors sold 33,857 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.34M.
State Street DoubleLine Total Return Tactical ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #475 holding.
Cambridge Investment Research Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2015 and has held it in 44 quarters since.
Cambridge Investment Research Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $42.9M in Q1 2018.
110 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.