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SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$39.44 -0.04 (-0.09%)
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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)
31
Total
Institutional Inflows
(last 12 months)
$23.78M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$17.87M
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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
1/17/2025 Janney Montgomery Scott LLC91,158$3.59M0.0%+5.8%0.127%
1/17/2025 Janney Capital Management LLC717,924$28.28M1.9%-6.5%1.000%
1/15/2025 Arkadios Wealth Advisors17,102$674K0.0%-6.5%0.024%
1/15/2025 Householder Group Estate & Retirement Specialist LLC2,528$99K0.1%-20.0%0.004%
12/26/2024JPMorgan Chase & Co.13,790$571K0.0%-77.9%0.019%
11/18/2024Virtue Capital Management LLC11,608$481K0.1%+27.2%0.016%
11/15/2024IHT Wealth Management LLC9,026$374K0.0%+20.0%0.013%
11/14/2024Captrust Financial Advisors221,157$9.16M0.0%+3.9%0.308%
11/13/2024Private Trust Co. NA11,083$459K0.0%+13.1%0.015%
11/5/2024Prime Capital Investment Advisors LLC111,897$4.63M0.1%-13.2%0.156%
11/4/2024Jaffetilchin Investment Partners LLC59,792$2.48M0.2%+114.8%0.083%
11/1/2024Hollencrest Capital Management53,263$2.21M0.1%-5.6%0.074%
10/29/2024 Janney Montgomery Scott LLC86,125$3.57M0.0%+4.2%0.120%
10/29/2024 Janney Capital Management LLC767,954$31.79M2.1%-1.8%1.070%
10/25/20241620 Investment Advisors Inc.40,146$1.66M1.2%-2.4%0.056%
10/24/2024Pointe Capital Management LLC27,958$1.16M0.7%+20.3%0.039%
10/24/2024 Arkadios Wealth Advisors18,290$757K0.0%N/A0.025%
10/21/2024Vicus Capital274,801$11.38M1.0%+20.6%0.383%
10/15/2024NBC Securities Inc.43,685$1.81M0.2%-7.2%0.061%
8/12/2024Richardson Financial Services Inc.15,533$617K0.4%-4.5%0.022%
8/12/2024Waterloo Capital L.P.16,197$643K0.1%+6.8%0.023%
8/9/2024Prime Capital Investment Advisors LLC128,866$5.12M0.1%-5.5%0.179%
8/9/2024ICA Group Wealth Management LLC2,600$103K0.1%-83.3%0.004%
8/8/2024Perritt Capital Management Inc1,804$72K0.0%+102.9%0.003%
8/7/2024Ashton Thomas Private Wealth LLC1,750$70K0.0%N/A0.002%
8/1/2024Eldridge Investment Advisors Inc.63,485$2.52M0.6%+12.4%0.088%
7/26/2024Bank of New York Mellon Corp1,447,324$57.49M0.0%+6.5%2.016%
7/25/2024Pinnacle Wealth Management Advisory Group LLC99,500$3.95M0.4%+4.4%0.139%
7/24/2024Family Firm Inc.178,416$7.09M0.8%+50.5%0.248%
7/23/20241620 Investment Advisors Inc.41,123$1.63M1.3%+12.1%0.057%
7/23/2024Vicus Capital227,912$9.05M0.8%-9.9%0.317%
7/20/2024Continuum Advisory LLC8,230$327K0.0%-4.8%0.011%
7/16/2024GPS Wealth Strategies Group LLC4,469$178K0.0%-20.0%0.006%
7/10/2024NBC Securities Inc.47,097$1.87M0.2%+9.1%0.066%
7/9/2024Arden Trust Co1,112,322$44.18M6.2%-2.8%1.549%
6/26/2024Financial Gravity Asset Management Inc.3,743$150K0.0%N/A0.005%
6/11/2024EverSource Wealth Advisors LLC12,892$503K0.0%-46.9%0.018%
5/13/2024Rockport Wealth LLC19,671$788K0.3%N/A0.027%
5/11/2024Aufman Associates Inc6,989$280K0.2%+12.9%0.010%
5/10/2024TIAA Trust National Association6,547$262K0.0%N/A0.009%
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5/10/2024Motco23,363$936K0.1%+1.6%0.033%
5/7/2024Pointe Capital Management LLC19,671$788K0.5%+63.0%0.027%
5/4/2024Richardson Financial Services Inc.16,257$651K0.5%-11.0%0.023%
5/3/2024United Community Bank14,256$571K0.2%+5.4%0.020%
5/2/2024USAdvisors Wealth Management LLC43,562$1.74M0.7%+6.8%0.061%
5/2/2024Family Firm Inc.118,521$4.75M1.1%+0.9%0.165%
5/1/2024 Janney Capital Management LLC789,197$31.61M2.1%-2.1%1.099%
5/1/2024 Janney Montgomery Scott LLC96,735$3.87M0.0%-21.2%0.135%
4/25/2024Triumph Capital Management7,801$310K0.1%-10.9%0.011%
4/17/2024Vicus Capital253,089$10.14M0.9%+4.7%0.353%
4/5/2024NBC Securities Inc.43,188$1.73M0.2%-11.2%0.057%
4/3/2024Arden Trust Co1,144,751$45.85M6.4%+2.4%1.521%
3/8/2024ICA Group Wealth Management LLC24,225$975K0.2%-63.9%0.032%
3/4/2024Richardson Financial Services Inc.18,270$735K0.6%N/A0.024%
2/14/2024Waterloo Capital L.P.22,297$897K0.1%+5.6%0.030%
2/13/2024United Community Bank13,529$545K0.2%-2.4%0.018%
2/9/2024Tidemark LLC6,570$264K0.2%N/A0.009%
2/9/2024EverSource Wealth Advisors LLC24,279$977K0.1%+723.0%0.032%
2/9/2024Keystone Financial Group20,859$840K0.1%-72.3%0.028%
2/9/2024Motco22,988$925K0.1%-4.9%0.031%
2/8/2024 Janney Capital Management LLC805,948$32.44M2.2%-5.5%1.071%
2/8/2024 Janney Montgomery Scott LLC122,723$4.94M0.0%-1.3%0.163%
2/7/2024NBC Securities Inc.48,658$1.96M0.2%-0.8%0.065%
2/7/2024Pinnacle Wealth Management Advisory Group LLC83,552$3.36M0.4%+1.7%0.111%
2/6/2024Pointe Capital Management LLC12,070$486K0.3%N/A0.016%
2/6/2024Eldridge Investment Advisors Inc.36,285$1.46M0.4%N/A0.048%
2/5/2024Triumph Capital Management8,759$353K0.1%-13.4%0.012%
2/1/2024Vicus Capital241,783$9.73M1.0%-4.9%0.321%
1/24/2024Prime Capital Investment Advisors LLC127,200$5.12M0.1%+28.1%0.169%
1/24/2024Private Trust Co. NA9,721$391K0.0%-3.5%0.013%
1/23/2024Family Capital Trust Co89,620$3.61M1.1%+13,859.5%0.119%
1/19/2024 AdvisorNet Financial Inc73,347$2.95M0.3%+14.6%0.097%
1/18/2024Constant Guidance Financial LLC5,050$203K0.2%N/A0.007%
1/12/2024 Westside Investment Management Inc.4,800$193K0.0%-44.2%0.006%
1/9/2024DB Wealth Management Group LLC13,476$542K0.3%+62.5%0.018%
1/4/2024Arden Trust Co1,118,025$45.00M6.6%-7.2%1.486%
1/3/2024 Massmutual Trust Co. FSB ADV1,660$67K0.0%N/A0.002%
11/16/2023 Westside Investment Management Inc.8,600$332K0.1%+6.2%0.011%
11/13/2023Addison Capital Co20,560$794K0.6%+12.6%0.027%
11/13/2023Aufman Associates Inc5,573$215K0.2%+5.9%0.007%
11/13/2023Financial Engines Advisors L.L.C.6,827$264K0.0%-7.4%0.009%
11/9/2023Prime Capital Investment Advisors LLC99,270$3.84M0.1%+4.1%0.132%
11/9/2023DB Wealth Management Group LLC8,292$320K0.2%N/A0.011%
11/8/2023 Janney Montgomery Scott LLC124,317$4.81M0.0%+125.7%0.165%
11/8/2023 Janney Capital Management LLC852,673$32.96M2.5%+1.0%1.133%
11/8/2023Newman Dignan & Sheerar Inc.10,511$406K0.1%+9.0%0.014%
11/6/2023Keystone Financial Group75,328$2.91M0.5%-1.8%0.100%
11/4/2023NBC Securities Inc.49,060$1.90M0.2%N/A0.065%
11/4/2023EverSource Wealth Advisors LLC2,950$114K0.0%N/A0.004%
10/31/2023Triumph Capital Management10,117$391K0.2%+5.7%0.013%
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10/27/2023Family Capital Trust Co642$25K0.0%N/A0.001%
10/26/2023GPS Wealth Strategies Group LLC5,897$228K0.0%-11.7%0.008%
10/25/2023Pinnacle Wealth Management Advisory Group LLC82,131$3.17M0.4%+5.0%0.109%
10/24/2023Bank of New York Mellon Corp1,319,073$50.98M0.0%+128.4%1.753%
10/23/2023Vicus Capital254,284$9.83M1.0%-0.2%0.338%
10/20/2023Family Firm Inc.115,939$4.48M1.3%+0.7%0.154%
10/16/2023WoodTrust Financial Corp15,181$587K0.1%N/A0.020%
10/12/2023 AdvisorNet Financial Inc64,024$2.48M0.2%-8.2%0.085%
10/10/2023 Householder Group Estate & Retirement Specialist LLC1,457$56K0.0%N/A0.002%
10/10/2023Arden Trust Co1,204,303$46.55M7.7%+16.9%1.600%
(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, 70 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 ($57.49M), Arden Trust Co ($44.18M), Horizon Investments LLC ($38.12M), Janney Capital Management LLC ($28.28M), Bouchey Financial Group Ltd ($25.82M), Vicus Capital ($11.38M), and Captrust Financial Advisors ($9.16M).Learn more on TOTL's institutional investors.

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

Of the 54 institutional investors that purchased SPDR Doubleline Total Return Tactical ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arden Trust Co ($1.22M), Bank of New York Mellon Corp ($867.73K), Fortis Advisors LLC ($158.59K), Prime Capital Investment Advisors LLC ($126.11K), Family Capital Trust Co ($89.62K), Janney Montgomery Scott LLC ($80.67K), and Baystate Wealth Management LLC ($78.01K).

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

Institutional investors have bought a total of 3,480,157 shares in the last 24 months. This purchase volume represents approximately $139.19M in transactions.

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

Of the 39 institutional investors that sold SPDR Doubleline Total Return Tactical ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Investments LLC ($243.91K), Janney Capital Management LLC ($193.71K), Arden Trust Co ($118.71K), Strategic Blueprint LLC ($86.47K), Congress Wealth Management LLC DE ($60.12K), Keystone Financial Group ($56.66K), and ICA Group Wealth Management LLC ($55.86K).

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

Institutional investors have sold a total of 1,263,814 shares in the last 24 months. This volume of shares sold represents approximately $51.05M in transactions.


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This page (NYSEARCA:TOTL) was last updated on 1/22/2025 by MarketBeat.com Staff
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