Laraway Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Laraway Financial 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 Q1	$165K	Buy	4,143 +1	+0%	+$40	0.12%	129
2025 Q4	$167K	Sell	4,142 -148	-3%	-$5.99K	0.11%	130
2025 Q3	$174K	Hold	4,290	–	–	0.12%	124
2025 Q2	$172K	Sell	4,290 -349	-8%	-$13.9K	0.13%	123
2025 Q1	$187K	Sell	4,639 -105	-2%	-$4.18K	0.15%	118
2024 Q4	$187K	Buy	4,744 +201	+4%	+$8.07K	0.14%	116
2024 Q3	$188K	Buy	4,543 +51	+1%	+$2.08K	0.15%	114
2024 Q2	$178K	Hold	4,492	–	–	0.15%	110
2024 Q1	$180K	Sell	4,492 -122	-3%	-$4.86K	0.16%	111
2023 Q4	$186K	Sell	4,614 -687	-13%	-$26.6K	0.18%	107
2023 Q3	$205K	Sell	5,301 -350	-6%	-$13.9K	0.21%	99
2023 Q2	$229K	Sell	5,651 -400	-7%	-$16.3K	0.23%	97
2023 Q1	$248K	Sell	6,051 -91	-1%	-$3.71K	0.25%	94
2022 Q4	$246K	Sell	6,142 -738	-11%	-$29.6K	0.26%	99
2022 Q3	$277K	Sell	6,880 -50	-0.7%	-$2.1K	0.31%	87
2022 Q2	$292K	Sell	6,930 -200	-3%	-$8.62K	0.31%	86
2022 Q1	$319K	Sell	7,130 -630	-8%	-$29K	0.29%	89
2021 Q4	$367K	Buy	+7,760	New	+$370K	0.33%	83

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Laraway Financial Advisors's TOTL Position: Q1 2026 in Review

Laraway Financial Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.02% in Q1 2026, buying an estimated $40 and bringing the position to 4,143 shares worth $165K. The position accounts for 0.12% of the portfolio, ranked #129.

Laraway Financial Advisors first reported a position in TOTL in Q4 2021 and has held it in 18 quarters since. The position peaked at $367K in Q4 2021. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Laraway Financial Advisors held 4,143 shares of State Street DoubleLine Total Return Tactical ETF worth $165K as of Q1 2026.
Laraway Financial Advisors bought 1 State Street DoubleLine Total Return Tactical ETF share in Q1 2026, an estimated $40.
State Street DoubleLine Total Return Tactical ETF made up 0.12% of Laraway Financial Advisors's portfolio in Q1 2026, its #129 holding.
Laraway Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and has held it in 18 quarters since.
Laraway Financial Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $367K in Q4 2021.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.