Waverly Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Waverly Advisors's TOTL Position: Q1 2026 in Review
Waverly Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4.2% in Q1 2026, selling an estimated $239K and leaving 135,209 shares worth $5.37M. The position accounts for 0.04% of the portfolio, ranked #397.
Waverly Advisors first reported a position in TOTL in Q2 2024 and has held it in 6 quarters since. The position peaked at $5.68M in Q4 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Waverly Advisors held 135,209 shares of State Street DoubleLine Total Return Tactical ETF worth $5.37M as of Q1 2026.
- Waverly Advisors sold 5,939 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $239K.
- State Street DoubleLine Total Return Tactical ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #397 holding.
- Waverly Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2024 and has held it in 6 quarters since.
- Waverly Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $5.68M in Q4 2025.
- 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.