Washington Trust Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Washington Trust 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	$31.4K	Hold	795	–	–	﹤0.01%	419
2026 Q1	$31.6K	Hold	795	–	–	﹤0.01%	400
2025 Q4	$32K	Hold	795	–	–	﹤0.01%	390
2025 Q3	$32.3K	Hold	795	–	–	﹤0.01%	397
2025 Q2	$31.9K	Hold	795	–	–	﹤0.01%	360
2025 Q1	$32K	Hold	795	–	–	﹤0.01%	357
2024 Q4	$31.3K	Hold	795	–	–	﹤0.01%	366
2024 Q3	$32.9K	Hold	795	–	–	﹤0.01%	369
2024 Q2	$31.6K	Hold	795	–	–	﹤0.01%	364
2024 Q1	$31.8K	Hold	795	–	–	﹤0.01%	363
2023 Q4	$32K	Hold	795	–	–	﹤0.01%	357
2023 Q3	$30.7K	Hold	795	–	–	﹤0.01%	354
2023 Q2	$32.2K	Sell	795 -200	-20%	-$8.14K	﹤0.01%	342
2023 Q1	$40.8K	Hold	995	–	–	﹤0.01%	335
2022 Q4	$39.8K	Sell	995 -275	-22%	-$11K	﹤0.01%	327
2022 Q3	$51K	Hold	1,270	–	–	﹤0.01%	383
2022 Q2	$54K	Hold	1,270	–	–	﹤0.01%	383
2022 Q1	$57K	Hold	1,270	–	–	﹤0.01%	427
2021 Q4	$60K	Buy	+1,270	New	+$60.6K	﹤0.01%	440

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Washington Trust Advisors's TOTL Position: Q2 2026 in Review

Washington Trust Advisors held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 795 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Washington Trust Advisors first reported a position in TOTL in Q4 2021 and has held it in 19 quarters since. The position peaked at $60K in Q4 2021. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Washington Trust Advisors held 795 shares of State Street DoubleLine Total Return Tactical ETF worth $31.4K as of Q2 2026.
Washington Trust Advisors left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #419 holding.
Washington Trust Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $60K in Q4 2021.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.