World Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

World Investment 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	$401K	Sell	10,156 -419	-4%	-$16.6K	0.01%	1052
2026 Q1	$420K	Buy	10,575 +448	+4%	+$18K	0.01%	1074
2025 Q4	$408K	Buy	+10,127	New	+$410K	0.01%	1025
2024 Q4	–	Sell	-129,771	Closed	-$5.37M	–	1049
2024 Q3	$5.37M	Buy	+129,771	New	+$5.29M	0.17%	147

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 22.96% 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

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

World Investment Advisors's TOTL Position: Q2 2026 in Review

World Investment Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4% in Q2 2026, selling an estimated $16.6K and leaving 10,156 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1052.

World Investment Advisors first reported a position in TOTL in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.37M in Q3 2024. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

World Investment Advisors held 10,156 shares of State Street DoubleLine Total Return Tactical ETF worth $401K as of Q2 2026.
World Investment Advisors sold 419 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $16.6K.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1052 holding.
World Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 4 quarters since.
World Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $5.37M in Q3 2024.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.