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SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$40.06
+0.19 (+0.48%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$29.52M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$16.81M
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TOTL Institutional Buying and Selling by Quarter

SPDR Doubleline Total Return Tactical ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Jaffetilchin Investment Partners LLC59,792$2.48M0.2%+114.8%0.083%
11/1/2024 Hollencrest 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%
10/25/2024 1620 Investment Advisors Inc.40,146$1.66M1.2%-2.4%0.056%
10/24/2024 Pointe Capital Management LLC27,958$1.16M0.7%+20.3%0.039%
10/24/2024 Arkadios Wealth Advisors18,290$757K0.0%N/A0.025%
10/21/2024 Vicus Capital274,801$11.38M1.0%+20.6%0.383%
10/15/2024 NBC Securities Inc.43,685$1.81M0.2%-7.2%0.061%
8/12/2024 Richardson 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%
7/25/2024 Pinnacle 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%
7/23/2024 1620 Investment Advisors Inc.41,123$1.63M1.3%+12.1%0.057%
7/23/2024 Vicus Capital227,912$9.05M0.8%-9.9%0.317%
7/20/2024Continuum Advisory LLC8,230$327K0.0%-4.8%0.011%
7/16/2024 GPS Wealth Strategies Group LLC4,469$178K0.0%-20.0%0.006%
7/10/2024 NBC 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%
5/10/2024Motco23,363$936K0.1%+1.6%0.033%
5/7/2024 Pointe Capital Management LLC19,671$788K0.5%+63.0%0.027%
5/4/2024 Richardson Financial Services Inc.16,257$651K0.5%-11.0%0.023%
5/3/2024 United 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%
4/17/2024 Vicus Capital253,089$10.14M0.9%+4.7%0.353%
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4/5/2024 NBC 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%
3/4/2024 Richardson Financial Services Inc.18,270$735K0.6%N/A0.024%
2/14/2024Waterloo Capital L.P.22,297$897K0.1%+5.6%0.030%
2/13/2024 United 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%
2/7/2024 NBC Securities Inc.48,658$1.96M0.2%-0.8%0.065%
2/7/2024 Pinnacle Wealth Management Advisory Group LLC83,552$3.36M0.4%+1.7%0.111%
2/6/2024 Pointe 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%
2/1/2024 Vicus 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%
1/23/2024 Family 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%
1/12/2024Westside 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%
11/16/2023Westside 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%
11/4/2023 NBC 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%
10/27/2023 Family Capital Trust Co642$25K0.0%N/A0.001%
10/26/2023 GPS Wealth Strategies Group LLC5,897$228K0.0%-11.7%0.008%
10/25/2023 Pinnacle 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%
10/23/2023 Vicus Capital254,284$9.83M1.0%-0.2%0.338%
10/20/2023Family Firm Inc.115,939$4.48M1.3%+0.7%0.154%
10/16/2023 WoodTrust Financial Corp15,181$587K0.1%N/A0.020%
10/12/2023 AdvisorNet Financial Inc64,024$2.48M0.2%-8.2%0.085%
10/10/2023Householder 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%
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8/18/2023Addison Capital Co18,259$740K0.5%+4.6%0.024%
8/17/2023 Vicus Capital254,694$10.33M1.1%+6.1%0.338%
8/15/2023RE Dickinson Investment Advisors LLC66,372$2.69M1.0%+12.5%0.088%
8/15/2023Horizon Investments LLC947,409$38.12M1.1%-20.5%1.259%
8/10/2023 Hollencrest Capital Management56,116$2.28M0.2%-0.7%0.075%
8/8/2023Vantage Financial Partners Ltd. Inc.13,696$555K0.3%-58.3%0.018%
8/7/2023Keystone Financial Group76,715$3.11M0.5%N/A0.102%
8/4/2023Motco24,034$975K0.1%+4.3%0.032%
8/3/2023Bank of New York Mellon Corp577,587$23.42M0.0%+6.2%0.768%
8/2/2023Newman Dignan & Sheerar Inc.9,643$391K0.1%+9.6%0.013%
(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, 71 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 ($31.79M), Bouchey Financial Group Ltd ($25.82M), Vicus Capital ($11.38M), 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 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 ($1.23M), Bank of New York Mellon Corp ($872.52K), Fortis Advisors LLC ($158.59K), Prime Capital Investment Advisors LLC ($126.11K), Family Capital Trust Co ($89.62K), Baystate Wealth Management LLC ($78.01K), and Keystone Financial Group ($76.72K).

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

Institutional investors have bought a total of 3,519,217 shares in the last 24 months. This purchase volume represents approximately $140.75M in transactions.

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

Of the 41 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 ($143.68K), Arden Trust Co ($118.71K), Strategic Blueprint LLC ($91.91K), 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 1,212,146 shares in the last 24 months. This volume of shares sold represents approximately $48.93M in transactions.



This page (NYSEARCA:TOTL) was last updated on 11/4/2024 by MarketBeat.com Staff
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