SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

$41.39

+0.08 (+0.19%)

(As of 09/6/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 36
Total Institutional Inflows (last 12 months): $61.43M

Number of Institutional Sellers (last 12 months): 19
Total Institutional Outflows (last 12 months): $16.18M

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TOTL Institutional Buying and Selling by Quarter

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SPDR Doubleline Total Return Tactical ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/12/2024	Richardson Financial Services Inc.	15,533	$617K	0.4%	-4.5%	0.022%
8/12/2024	Waterloo Capital L.P.	16,197	$643K	0.1%	+6.8%	0.023%
8/9/2024	Prime Capital Investment Advisors LLC	128,866	$5.12M	0.1%	-5.5%	0.179%
8/9/2024	ICA Group Wealth Management LLC	2,600	$103K	0.1%	-83.3%	0.004%
8/8/2024	Perritt Capital Management Inc	1,804	$72K	0.0%	+102.9%	0.003%
8/7/2024	Ashton Thomas Private Wealth LLC	1,750	$70K	0.0%	N/A	0.002%
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8/1/2024	Eldridge Investment Advisors Inc.	63,485	$2.52M	0.6%	+12.4%	0.088%
7/26/2024	Bank of New York Mellon Corp	1,447,324	$57.49M	0.0%	+6.5%	2.016%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	99,500	$3.95M	0.4%	+4.4%	0.139%
7/24/2024	Family Firm Inc.	178,416	$7.09M	0.8%	+50.5%	0.248%
7/23/2024	1620 Investment Advisors Inc.	41,123	$1.63M	1.3%	+12.1%	0.057%
7/23/2024	Vicus Capital	227,912	$9.05M	0.8%	-9.9%	0.317%
7/20/2024	Continuum Advisory LLC	8,230	$327K	0.0%	-4.8%	0.011%
7/16/2024	GPS Wealth Strategies Group LLC	4,469	$178K	0.0%	-20.0%	0.006%
7/10/2024	NBC Securities Inc.	47,097	$1.87M	0.2%	+9.1%	0.066%
7/9/2024	Arden Trust Co	1,112,322	$44.18M	6.2%	-2.8%	1.549%
6/26/2024	Financial Gravity Asset Management Inc.	3,743	$150K	0.0%	N/A	0.005%
6/11/2024	EverSource Wealth Advisors LLC	12,892	$503K	0.0%	-46.9%	0.018%
5/13/2024	Rockport Wealth LLC	19,671	$788K	0.3%	N/A	0.027%
5/11/2024	Aufman Associates Inc	6,989	$280K	0.2%	+12.9%	0.010%
5/10/2024	TIAA Trust National Association	6,547	$262K	0.0%	N/A	0.009%
5/10/2024	Motco	23,363	$936K	0.1%	+1.6%	0.033%
5/7/2024	Pointe Capital Management LLC	19,671	$788K	0.5%	+63.0%	0.027%
5/4/2024	Richardson Financial Services Inc.	16,257	$651K	0.5%	-11.0%	0.023%
5/3/2024	United Community Bank	14,256	$571K	0.2%	+5.4%	0.020%
5/2/2024	USAdvisors Wealth Management LLC	43,562	$1.74M	0.7%	+6.8%	0.061%
5/2/2024	Family Firm Inc.	118,521	$4.75M	1.1%	+0.9%	0.165%
5/1/2024	Janney Capital Management LLC	789,197	$31.61M	2.1%	-2.1%	1.099%
5/1/2024	Janney Montgomery Scott LLC	96,735	$3.87M	0.0%	-21.2%	0.135%
4/25/2024	Triumph Capital Management	7,801	$310K	0.1%	-10.9%	0.011%
4/17/2024	Vicus Capital	253,089	$10.14M	0.9%	+4.7%	0.353%
4/5/2024	NBC Securities Inc.	43,188	$1.73M	0.2%	-11.2%	0.057%
4/3/2024	Arden Trust Co	1,144,751	$45.85M	6.4%	+2.4%	1.521%
3/8/2024	ICA Group Wealth Management LLC	24,225	$975K	0.2%	-63.9%	0.032%
3/4/2024	Richardson Financial Services Inc.	18,270	$735K	0.6%	N/A	0.024%
2/14/2024	Waterloo Capital L.P.	22,297	$897K	0.1%	+5.6%	0.030%
2/13/2024	United Community Bank	13,529	$545K	0.2%	-2.4%	0.018%
2/9/2024	Tidemark LLC	6,570	$264K	0.2%	N/A	0.009%
2/9/2024	EverSource Wealth Advisors LLC	24,279	$977K	0.1%	+723.0%	0.032%
2/9/2024	Keystone Financial Group	20,859	$840K	0.1%	-72.3%	0.028%
The solution to fast food’s wage hike crisis (Ad) Shake Shack will be closing six California locations in response to the recent $20/hour minimum wage increase, according to the NY Post. With a sky-high 150% turnover rate, the fast food industry is already grappling with labor issues before taking into account these wage hikes. The industry will need a projected 1 million new workers every year through 2032. Learn more about this much-needed advancement and investment opportunity here.
2/9/2024	Motco	22,988	$925K	0.1%	-4.9%	0.031%
2/8/2024	Janney Capital Management LLC	805,948	$32.44M	2.2%	-5.5%	1.071%
2/8/2024	Janney Montgomery Scott LLC	122,723	$4.94M	0.0%	-1.3%	0.163%
2/7/2024	NBC Securities Inc.	48,658	$1.96M	0.2%	-0.8%	0.065%
2/7/2024	Pinnacle Wealth Management Advisory Group LLC	83,552	$3.36M	0.4%	+1.7%	0.111%
2/6/2024	Pointe Capital Management LLC	12,070	$486K	0.3%	N/A	0.016%
2/6/2024	Eldridge Investment Advisors Inc.	36,285	$1.46M	0.4%	N/A	0.048%
2/5/2024	Triumph Capital Management	8,759	$353K	0.1%	-13.4%	0.012%
2/1/2024	Vicus Capital	241,783	$9.73M	1.0%	-4.9%	0.321%
1/24/2024	Prime Capital Investment Advisors LLC	127,200	$5.12M	0.1%	+28.1%	0.169%
1/24/2024	Private Trust Co. NA	9,721	$391K	0.0%	-3.5%	0.013%
1/23/2024	Family Capital Trust Co	89,620	$3.61M	1.1%	+13,859.5%	0.119%
1/19/2024	AdvisorNet Financial Inc	73,347	$2.95M	0.3%	+14.6%	0.097%
1/18/2024	Constant Guidance Financial LLC	5,050	$203K	0.2%	N/A	0.007%
1/12/2024	Westside Investment Management Inc.	4,800	$193K	0.0%	-44.2%	0.006%
1/9/2024	DB Wealth Management Group LLC	13,476	$542K	0.3%	+62.5%	0.018%
1/4/2024	Arden Trust Co	1,118,025	$45.00M	6.6%	-7.2%	1.486%
1/3/2024	Massmutual Trust Co. FSB ADV	1,660	$67K	0.0%	N/A	0.002%
11/16/2023	Westside Investment Management Inc.	8,600	$332K	0.1%	+6.2%	0.011%
11/13/2023	Addison Capital Co	20,560	$794K	0.6%	+12.6%	0.027%
11/13/2023	Aufman Associates Inc	5,573	$215K	0.2%	+5.9%	0.007%
11/13/2023	Financial Engines Advisors L.L.C.	6,827	$264K	0.0%	-7.4%	0.009%
11/9/2023	Prime Capital Investment Advisors LLC	99,270	$3.84M	0.1%	+4.1%	0.132%
11/9/2023	DB Wealth Management Group LLC	8,292	$320K	0.2%	N/A	0.011%
11/8/2023	Janney Montgomery Scott LLC	124,317	$4.81M	0.0%	+125.7%	0.165%
11/8/2023	Janney Capital Management LLC	852,673	$32.96M	2.5%	+1.0%	1.133%
11/8/2023	Newman Dignan & Sheerar Inc.	10,511	$406K	0.1%	+9.0%	0.014%
11/6/2023	Keystone Financial Group	75,328	$2.91M	0.5%	-1.8%	0.100%
11/4/2023	NBC Securities Inc.	49,060	$1.90M	0.2%	N/A	0.065%
11/4/2023	EverSource Wealth Advisors LLC	2,950	$114K	0.0%	N/A	0.004%
10/31/2023	Triumph Capital Management	10,117	$391K	0.2%	+5.7%	0.013%
10/27/2023	Family Capital Trust Co	642	$25K	0.0%	N/A	0.001%
10/26/2023	GPS Wealth Strategies Group LLC	5,897	$228K	0.0%	-11.7%	0.008%
10/25/2023	Pinnacle Wealth Management Advisory Group LLC	82,131	$3.17M	0.4%	+5.0%	0.109%
10/24/2023	Bank of New York Mellon Corp	1,319,073	$50.98M	0.0%	+128.4%	1.753%
10/23/2023	Vicus Capital	254,284	$9.83M	1.0%	-0.2%	0.338%
10/20/2023	Family Firm Inc.	115,939	$4.48M	1.3%	+0.7%	0.154%
10/16/2023	WoodTrust Financial Corp	15,181	$587K	0.1%	N/A	0.020%
10/12/2023	AdvisorNet Financial Inc	64,024	$2.48M	0.2%	-8.2%	0.085%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	1,457	$56K	0.0%	N/A	0.002%
10/10/2023	Arden Trust Co	1,204,303	$46.55M	7.7%	+16.9%	1.600%
8/18/2023	Addison Capital Co	18,259	$740K	0.5%	+4.6%	0.024%
8/17/2023	Vicus Capital	254,694	$10.33M	1.1%	+6.1%	0.338%
8/15/2023	RE Dickinson Investment Advisors LLC	66,372	$2.69M	1.0%	+12.5%	0.088%
8/15/2023	Horizon Investments LLC	947,409	$38.12M	1.1%	-20.5%	1.259%
8/10/2023	Hollencrest Capital Management	56,116	$2.28M	0.2%	-0.7%	0.075%
8/8/2023	Vantage Financial Partners Ltd. Inc.	13,696	$555K	0.3%	-58.3%	0.018%
8/7/2023	Keystone Financial Group	76,715	$3.11M	0.5%	N/A	0.102%
8/4/2023	Motco	24,034	$975K	0.1%	+4.3%	0.032%
8/3/2023	Bank of New York Mellon Corp	577,587	$23.42M	0.0%	+6.2%	0.768%
The solution to fast food’s wage hike crisis (Ad) Shake Shack will be closing six California locations in response to the recent $20/hour minimum wage increase, according to the NY Post. With a sky-high 150% turnover rate, the fast food industry is already grappling with labor issues before taking into account these wage hikes. The industry will need a projected 1 million new workers every year through 2032. Learn more about this much-needed advancement and investment opportunity here.
8/2/2023	Newman Dignan & Sheerar Inc.	9,643	$391K	0.1%	+9.6%	0.013%
8/2/2023	Baystate Wealth Management LLC	78,231	$3.17M	0.4%	+35,298.6%	0.104%
8/1/2023	Community Bank N.A.	102,750	$4.17M	0.5%	-8.9%	0.137%
7/28/2023	Private Trust Co. NA	10,124	$411K	0.1%	-20.4%	0.014%
7/26/2023	Janney Capital Management LLC	844,077	$34.23M	2.4%	-2.4%	1.208%
7/26/2023	Janney Montgomery Scott LLC	55,085	$2.23M	0.0%	+5.6%	0.079%
7/17/2023	GPS Wealth Strategies Group LLC	6,676	$271K	0.1%	-35.8%	0.010%
7/14/2023	Arden Trust Co	1,029,890	$41.76M	6.9%	+58.1%	1.473%
7/14/2023	AdvisorNet Financial Inc	69,739	$2.83M	0.2%	+1.9%	0.100%
7/14/2023	Pinnacle Bancorp Inc.	1,561	$63K	0.0%	-36.4%	0.002%

(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, 76 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 ($31.61M), Bouchey Financial Group Ltd ($25.82M), Ford Financial Group LLC ($9.90M), and Assetmark Inc. ($9.14M).Learn more on TOTL's institutional investors.
Which institutional investors have been buying SPDR Doubleline Total Return Tactical ETF stock?: Of the 59 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 ($1.23M), Bank of New York Mellon Corp ($872.52K), Bouchey Financial Group Ltd ($632.43K), Fortis Advisors LLC ($158.59K), Prime Capital Investment Advisors LLC ($126.11K), Family Capital Trust Co ($89.62K), 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 4,023,428 shares in the last 24 months. This purchase volume represents approximately $160.91M in transactions.

Which SPDR Doubleline Total Return Tactical ETF major shareholders have been selling company stock?: Of the 44 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), IFG Advisory LLC ($193.98K), Janney Capital Management LLC ($146.56K), Arden Trust Co ($118.71K), Strategic Blueprint LLC ($91.91K), Ford Financial Group LLC ($75.31K), and Congress Wealth Management LLC DE ($60.12K).
How much institutional selling is happening at SPDR Doubleline Total Return Tactical ETF?: Institutional investors have sold a total of 1,501,382 shares in the last 24 months. This volume of shares sold represents approximately $60.53M in transactions.