Farther Finance Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Farther Finance 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	$832K	Sell	21,070 -2,402	-10%	-$94.9K	0.01%	1215
2026 Q1	$929K	Sell	23,472 -6,545	-22%	-$263K	0.01%	1015
2025 Q4	$1.21M	Buy	30,017 +7,789	+35%	+$315K	0.01%	793
2025 Q3	$902K	Buy	22,228 +1,422	+7%	+$57.1K	0.01%	771
2025 Q2	$835K	Sell	20,806 -2,408	-10%	-$95.8K	0.02%	678
2025 Q1	$933K	Buy	23,214 +4,979	+27%	+$198K	0.02%	534
2024 Q4	$718K	Buy	+18,235	New	+$732K	0.03%	475
2023 Q2	–	Sell	-14	Closed	-$574	–	2569
2023 Q1	$574	Buy	+14	New	+$572	﹤0.01%	1972

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

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

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

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors's TOTL Position: Q2 2026 in Review

Farther Finance Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 10% in Q2 2026, selling an estimated $94.9K and leaving 21,070 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #1215.

Farther Finance Advisors first reported a position in TOTL in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2025. 78 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Farther Finance Advisors held 21,070 shares of State Street DoubleLine Total Return Tactical ETF worth $832K as of Q2 2026.
Farther Finance Advisors sold 2,402 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $94.9K.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1215 holding.
Farther Finance Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2023 and has held it in 8 quarters since.
Farther Finance Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.21M in Q4 2025.
78 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.