Laird Norton Wetherby Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025 Q3	$519K	Hold	12,787	–	–	0.02%	578
2025 Q2	$513K	Buy	+12,787	New	+$508K	0.02%	549
2024 Q4	$504K	Hold	12,787	–	–	0.02%	526
2024 Q3	$529K	Hold	12,787	–	–	0.02%	539
2024 Q2	$508K	Sell	12,787 -602	-4%	-$23.7K	0.02%	534
2024 Q1	$536K	Buy	13,389 +975	+8%	+$38.9K	0.03%	538
2023 Q4	$500K	Buy	12,414 +1,868	+18%	+$72.4K	0.03%	543
2023 Q3	$408K	Hold	10,546	–	–	0.02%	592
2023 Q2	$428K	Buy	+10,546	New	+$429K	0.02%	596
2021 Q4	–	Sell	-5,769	Closed	-$279K	–	959
2021 Q3	$279K	Sell	5,769 -820	-12%	-$39.7K	0.02%	739
2021 Q2	$319K	Buy	6,589 +1,020	+18%	+$49.3K	0.02%	697
2021 Q1	$268K	Sell	5,569 -1,009	-15%	-$49.3K	0.02%	647
2020 Q4	$324K	Buy	6,578 +1,009	+18%	+$49.8K	0.02%	633
2020 Q3	$275K	Hold	5,569	–	–	0.02%	546
2020 Q2	$276K	Hold	5,569	–	–	0.03%	544
2020 Q1	$267K	Hold	5,569	–	–	0.03%	482
2019 Q4	$273K	Hold	5,569	–	–	0.03%	562
2019 Q3	$274K	Hold	5,569	–	–	0.03%	573
2019 Q2	$273K	Hold	5,569	–	–	0.03%	569
2019 Q1	$269K	Hold	5,569	–	–	0.03%	547
2018 Q4	$264K	Hold	5,569	–	–	0.04%	504
2018 Q3	$263K	Hold	5,569	–	–	0.03%	541
2018 Q2	$265K	Hold	5,569	–	–	0.04%	508
2018 Q1	$267K	Hold	5,569	–	–	0.04%	509
2017 Q4	$271K	Hold	5,569	–	–	0.04%	496
2017 Q3	$274K	Hold	5,569	–	–	0.04%	484
2017 Q2	$274K	Hold	5,569	–	–	0.05%	455
2017 Q1	$272K	Buy	+5,569	New	+$271K	0.05%	452
2016 Q4	–	Sell	-4,035	Closed	-$203K	–	544
2016 Q3	$203K	Hold	4,035	–	–	0.04%	489
2016 Q2	$201K	Buy	+4,035	New	+$200K	0.04%	466
2015 Q3	–	Sell	-4,035	Closed	-$200K	–	489
2015 Q2	$200K	Buy	+4,035	New	+$201K	0.05%	429

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's TOTL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2025 at 12,787 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #578.

Laird Norton Wetherby Wealth Management first reported a position in TOTL in Q2 2015 and has held it in 31 quarters since. The position peaked at $536K in Q1 2024. 331 funds tracked by Wall St. Rank hold TOTL as of Q3 2025.

Laird Norton Wetherby Wealth Management held 12,787 shares of State Street DoubleLine Total Return Tactical ETF worth $519K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2025.
State Street DoubleLine Total Return Tactical ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #578 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2015 and has held it in 31 quarters since.
Laird Norton Wetherby Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $536K in Q1 2024.
331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.