WA
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Waverly Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Waverly Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.02M Buy
125,107
+8,279
+7% +$332K 0.06% 306
2025
Q1 		$4.71M Buy
+116,828
New +$4.71M 0.06% 306
2024
Q3 		– Sell
-7,729
Closed -$307K – 832
2024
Q2 		$307K Buy
+7,729
New +$307K 0.01% 662