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SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$40.65 +0.05 (+0.11%)
As of 10:34 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$110.35M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$16.26M
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TOTL Institutional Buying and Selling by Quarter

SPDR Doubleline Total Return Tactical ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/3/2025American Trust8,617$346K0.0%N/A0.009%
8/18/2025Hollencrest Capital Management49,903$2.00M0.1%-1.0%0.052%
8/15/2025Captrust Financial Advisors514,531$20.64M0.0%+111.6%0.538%
8/14/2025Betterment LLC5,497$220K0.0%-6.4%0.006%
8/14/2025FWL Investment Management LLC4,239$170K0.1%+13.2%0.004%
8/14/2025NewEdge Advisors LLC230,540$9.25M0.0%+13.5%0.241%
8/13/2025Flow Traders U.S. LLC22,846$916K0.0%N/A0.024%
8/13/2025Cheviot Value Management LLC977,509$39.15M4.6%+1.0%1.022%
8/13/2025Baird Financial Group Inc.29,611$1.19M0.0%+10.6%0.031%
8/12/2025Jaffetilchin Investment Partners LLC131,414$5.27M0.3%+41.0%0.137%
8/12/2025Waterloo Capital L.P.8,857$355K0.0%-4.8%0.009%
8/12/2025JPMorgan Chase & Co.12,803$514K0.0%+9.8%0.013%
8/11/2025Diversified Portfolios Inc.160,502$6.44M0.6%+47.6%0.168%
8/11/2025Western Wealth Management LLC15,564$624K0.0%-13.1%0.016%
8/8/2025Family Firm Inc.122,426$4.91M1.2%+1.1%0.128%
8/7/2025Pinnacle Wealth Management Advisory Group LLC268,141$10.76M0.9%+9.9%0.280%
8/6/2025Ethos Financial Group LLC111,377$4.47M0.4%N/A0.116%
8/5/2025Pointe Capital Management LLC30,890$1.24M0.6%+2.0%0.032%
8/5/2025Bank of New York Mellon Corp1,572,014$63.05M0.0%+2.1%1.644%
8/1/2025Motco21,715$866K0.1%+23.8%0.023%
7/30/2025Greatmark Investment Partners Inc.22,975$922K0.1%+3.4%0.024%
7/29/2025Private Trust Co. NA16,621$667K0.1%+19.2%0.017%
7/25/2025Richardson Financial Services Inc.14,912$595K0.4%+10.3%0.016%
7/23/2025Kingswood Wealth Advisors LLC11,354$455K0.0%-40.1%0.012%
7/23/2025Prime Capital Investment Advisors LLC106,381$4.27M0.1%-2.9%0.111%
7/22/2025USAdvisors Wealth Management LLC67,671$2.71M1.0%+16.3%0.071%
7/21/2025Ameriflex Group Inc.668$27K0.0%-92.4%0.001%
7/18/2025Vicus Capital287,942$11.55M1.0%+3.5%0.301%
7/17/2025Janney Capital Management LLC721,102$28.92M1.9%-1.7%0.754%
7/17/2025Janney Montgomery Scott LLC239,293$9.60M0.0%-6.3%0.250%
7/16/2025Beaumont Financial Advisors LLC9,284$372K0.0%-40.7%0.010%
7/11/2025Farther Finance Advisors LLC20,806$835K0.0%-10.4%0.022%
7/8/2025NBC Securities Inc.40,415$1.62M0.1%-1.8%0.042%
5/16/2025Jones Financial Companies Lllp3,288$132K0.0%-88.8%0.004%
5/16/2025NewEdge Advisors LLC203,036$8.18M0.0%+13.2%0.226%
5/15/2025Betterment LLC5,872$237K0.0%+7.5%0.007%
5/15/2025Baird Financial Group Inc.26,764$1.08M0.0%-4.9%0.030%
5/13/2025Horizon Investments LLC733,837$29.32M0.9%+9.2%0.819%
5/9/2025Cheviot Value Management LLC967,923$38.47M4.7%N/A1.101%
5/8/2025Arkadios Wealth Advisors17,632$710K0.0%+3.1%0.020%
5/7/2025Pinnacle Wealth Management Advisory Group LLC244,025$9.83M0.9%+12.7%0.278%
5/7/2025Motco17,540$707K0.1%-33.6%0.020%
5/6/2025USAdvisors Wealth Management LLC58,162$2.34M0.8%-2.6%0.066%
5/6/2025Richardson Financial Services Inc.13,519$545K0.4%+11.0%0.015%
5/5/2025Hollencrest Capital Management50,396$2.03M0.1%-5.2%0.057%
5/2/2025United Community Bank33,207$1.34M0.5%+9.2%0.038%
5/1/2025Pointe Capital Management LLC30,296$1.22M0.7%+4.7%0.034%
5/1/2025Greatmark Investment Partners Inc.22,225$895K0.1%+58.5%0.025%
5/1/2025Family Firm Inc.121,133$4.88M1.1%-33.2%0.138%
4/29/2025Bank of New York Mellon Corp1,539,922$62.04M0.0%+2.4%1.752%
4/29/2025Strategic Blueprint LLC7,387$298K0.0%-7.3%0.008%
4/24/2025Jaffetilchin Investment Partners LLC93,189$3.76M0.3%+15.6%0.106%
4/23/2025Western Wealth Management LLC17,910$722K0.0%+19.1%0.020%
4/23/2025Fourth Dimension Wealth LLC1,413$57K0.0%-37.2%0.002%
4/22/2025Diversified Portfolios Inc.108,714$4.38M0.5%+360.6%0.124%
4/21/2025Janney Capital Management LLC733,582$29.56M2.0%+2.2%0.835%
4/21/2025Kingswood Wealth Advisors LLC18,948$761K0.0%-49.0%0.022%
4/17/2025Vicus Capital278,159$11.21M1.0%-0.7%0.319%
4/17/2025Janney Montgomery Scott LLC255,348$10.29M0.0%+180.1%0.292%
4/15/2025GPS Wealth Strategies Group LLC3,053$123K0.0%-32.4%0.003%
4/14/2025Farther Finance Advisors LLC23,214$933K0.0%+27.3%0.027%
4/9/2025NBC Securities Inc.41,171$1.66M0.1%+100,317.1%0.047%
4/8/2025Parallel Advisors LLC7,060$284K0.0%+61.3%0.008%
3/24/2025Mascagni Wealth Management Inc.1,276$50K0.0%N/A0.001%
2/24/2025Ameriflex Group Inc.20,074$797K0.4%N/A0.023%
2/22/2025American Trust9,920$391K0.0%N/A0.014%
2/18/2025Fourth Dimension Wealth LLC2,251$91K0.0%N/A0.003%
2/18/2025Continuum Advisory LLC10,719$422K0.1%+29.9%0.015%
2/17/2025Captrust Financial Advisors249,546$9.83M0.0%+12.8%0.348%
2/17/2025Baird Financial Group Inc.28,143$1.11M0.0%N/A0.039%
2/14/2025Betterment LLC5,460$215K0.0%-29.2%0.008%
2/14/2025IHT Wealth Management LLC9,656$380K0.0%+7.0%0.013%
2/13/2025Keystone Financial Group192,400$7.58M0.7%N/A0.268%
2/13/2025Jaffetilchin Investment Partners LLC80,641$3.18M0.2%+34.9%0.112%
2/13/2025Waterloo Capital L.P.9,347$368K0.0%-47.2%0.013%
2/12/2025Perritt Capital Management Inc2,366$93K0.0%+29.5%0.003%
2/12/2025JPMorgan Chase & Co.17,453$687K0.0%+26.6%0.024%
2/12/2025Ariadne Wealth Management LP7,071$281K0.1%N/A0.010%
2/10/2025Horizon Investments LLC672,066$26.36M0.8%+0.7%0.936%
2/10/2025Eldridge Investment Advisors Inc.5,834$230K0.1%-92.0%0.008%
2/10/2025Family Firm Inc.181,255$7.14M1.2%+0.4%0.252%
2/10/2025Greatmark Investment Partners Inc.14,025$552K0.1%N/A0.020%
2/10/2025Farther Finance Advisors LLC18,235$718K0.0%N/A0.025%
2/7/2025United Community Bank30,399$1.20M0.5%+16.3%0.042%
2/6/2025SBI Securities Co. Ltd.4,713$186K0.0%N/A0.007%
2/5/2025Motco26,422$1.04M0.1%+8.6%0.037%
2/5/2025Private Trust Co. NA14,043$553K0.1%+26.7%0.020%
2/5/2025Pointe Capital Management LLC28,933$1.14M0.7%+3.5%0.040%
2/4/2025Bank of New York Mellon Corp1,503,537$59.22M0.0%+4.1%2.094%
1/31/2025Pinnacle Wealth Management Advisory Group LLC216,590$8.53M0.8%+9.0%0.302%
1/30/2025Vicus Capital280,078$11.03M1.0%+1.9%0.390%
1/29/2025Diversified Portfolios Inc.23,603$930K0.1%N/A0.033%
1/24/2025Richardson Financial Services Inc.12,175$480K0.3%-21.6%0.017%
1/23/2025USAdvisors Wealth Management LLC59,725$2.35M0.8%+24.5%0.083%
1/23/2025Strategic Blueprint LLC7,965$314K0.0%N/A0.011%
1/22/2025Kingswood Wealth Advisors LLC37,167$1.46M0.1%N/A0.052%
1/17/2025Janney Montgomery Scott LLC91,158$3.59M0.0%+5.8%0.127%
1/17/2025Janney Capital Management LLC717,924$28.28M1.9%-6.5%1.000%
1/15/2025Arkadios Wealth Advisors17,102$674K0.0%-6.5%0.024%
1/15/2025Householder Group Estate & Retirement Specialist LLC2,528$99K0.1%-20.0%0.004%
(Data available from 1/1/2016 forward)

TOTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOTL shares?

During the previous two years, 72 institutional investors and hedge funds held shares of SPDR Doubleline Total Return Tactical ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($63.05M), Arden Trust Co ($44.18M), Cheviot Value Management LLC ($39.15M), Horizon Investments LLC ($29.32M), Janney Capital Management LLC ($28.92M), Captrust Financial Advisors ($20.64M), and Vicus Capital ($11.55M).Learn more on SPDR Doubleline Total Return Tactical ETF's institutional investors.

Which institutional investors have been buying SPDR Doubleline Total Return Tactical ETF's stock?

Of the 66 institutional investors that purchased SPDR Doubleline Total Return Tactical ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cheviot Value Management LLC ($977.51K), Bank of New York Mellon Corp ($957.23K), Captrust Financial Advisors ($308.03K), Janney Montgomery Scott LLC ($241.93K), Arden Trust Co ($201.14K), Keystone Financial Group ($192.40K), and Diversified Portfolios Inc. ($160.50K).

How much institutional buying is happening at SPDR Doubleline Total Return Tactical ETF?

Institutional investors have bought a total of 2,750,466 shares in the last 24 months. This purchase volume represents approximately $110.35M in transactions.

Which of SPDR Doubleline Total Return Tactical ETF's major shareholders have been selling company stock?

Of the 27 institutional investors that sold SPDR Doubleline Total Return Tactical ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Capital Management LLC ($76.81K), Eldridge Investment Advisors Inc. ($66.75K), Family Firm Inc. ($60.12K), JPMorgan Chase & Co. ($48.59K), Jones Financial Companies Lllp ($26.12K), Kingswood Wealth Advisors LLC ($25.81K), and Prime Capital Investment Advisors LLC ($20.15K).

How much institutional selling is happening at SPDR Doubleline Total Return Tactical ETF?

Institutional investors have sold a total of 404,406 shares in the last 24 months. This volume of shares sold represents approximately $16.26M in transactions.


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This page (NYSEARCA:TOTL) was last updated on 9/10/2025 by MarketBeat.com Staff
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