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SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$39.44 +0.06 (+0.15%)
As of 05/23/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$91.94M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$17.48M
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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
5/16/2025 Jones Financial Companies Lllp3,288$132K0.0%-88.8%0.004%
5/16/2025 NewEdge Advisors LLC203,036$8.18M0.0%+13.2%0.226%
5/15/2025 Betterment LLC5,872$237K0.0%+7.5%0.007%
5/15/2025 Baird Financial Group Inc.26,764$1.08M0.0%-4.9%0.030%
5/13/2025 Horizon Investments LLC733,837$29.32M0.9%+9.2%0.819%
5/9/2025 Cheviot Value Management LLC967,923$38.47M4.7%N/A1.101%
5/8/2025 Arkadios Wealth Advisors17,632$710K0.0%+3.1%0.020%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC244,025$9.83M0.9%+12.7%0.278%
5/7/2025 Motco17,540$707K0.1%-33.6%0.020%
5/6/2025 USAdvisors Wealth Management LLC58,162$2.34M0.8%-2.6%0.066%
5/6/2025 Richardson Financial Services Inc.13,519$545K0.4%+11.0%0.015%
5/5/2025 Hollencrest Capital Management50,396$2.03M0.1%-5.2%0.057%
5/2/2025 United Community Bank33,207$1.34M0.5%+9.2%0.038%
5/1/2025 Pointe Capital Management LLC30,296$1.22M0.7%+4.7%0.034%
5/1/2025 Greatmark Investment Partners Inc.22,225$895K0.1%+58.5%0.025%
5/1/2025 Family Firm Inc.121,133$4.88M1.1%-33.2%0.138%
4/29/2025 Bank of New York Mellon Corp1,539,922$62.04M0.0%+2.4%1.752%
4/29/2025 Strategic Blueprint LLC7,387$298K0.0%-7.3%0.008%
4/24/2025 Jaffetilchin Investment Partners LLC93,189$3.76M0.3%+15.6%0.106%
4/23/2025 Western Wealth Management LLC17,910$722K0.0%+19.1%0.020%
4/23/2025 Fourth Dimension Wealth LLC1,413$57K0.0%-37.2%0.002%
4/22/2025 Diversified Portfolios Inc.108,714$4.38M0.5%+360.6%0.124%
4/21/2025 Janney Capital Management LLC733,582$29.56M2.0%+2.2%0.835%
4/21/2025 Kingswood Wealth Advisors LLC18,948$761K0.0%-49.0%0.022%
4/17/2025 Vicus Capital278,159$11.21M1.0%-0.7%0.319%
4/17/2025 Janney Montgomery Scott LLC255,348$10.29M0.0%+180.1%0.292%
4/15/2025 GPS Wealth Strategies Group LLC3,053$123K0.0%-32.4%0.003%
4/14/2025 Farther Finance Advisors LLC23,214$933K0.0%+27.3%0.027%
4/9/2025 NBC Securities Inc.41,171$1.66M0.1%+100,317.1%0.047%
4/8/2025 Parallel Advisors LLC7,060$284K0.0%+61.3%0.008%
3/24/2025 Mascagni Wealth Management Inc.1,276$50K0.0%N/A0.001%
2/24/2025 Ameriflex Group Inc.20,074$797K0.4%N/A0.023%
2/22/2025 American Trust9,920$391K0.0%N/A0.014%
2/18/2025 Fourth Dimension Wealth LLC2,251$91K0.0%N/A0.003%
2/18/2025 Continuum Advisory LLC10,719$422K0.1%+29.9%0.015%
2/17/2025 Captrust Financial Advisors249,546$9.83M0.0%+12.8%0.348%
2/17/2025 Baird Financial Group Inc.28,143$1.11M0.0%N/A0.039%
2/14/2025 Betterment LLC5,460$215K0.0%-29.2%0.008%
2/14/2025 IHT Wealth Management LLC9,656$380K0.0%+7.0%0.013%
2/13/2025 Keystone Financial Group192,400$7.58M0.7%N/A0.268%
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2/13/2025 Jaffetilchin Investment Partners LLC80,641$3.18M0.2%+34.9%0.112%
2/13/2025 Waterloo Capital L.P.9,347$368K0.0%-47.2%0.013%
2/12/2025 Perritt Capital Management Inc2,366$93K0.0%+29.5%0.003%
2/12/2025 JPMorgan Chase & Co.17,453$687K0.0%+26.6%0.024%
2/12/2025 Ariadne Wealth Management LP7,071$281K0.1%N/A0.010%
2/10/2025 Horizon Investments LLC672,066$26.36M0.8%+0.7%0.936%
2/10/2025 Eldridge Investment Advisors Inc.5,834$230K0.1%-92.0%0.008%
2/10/2025 Family Firm Inc.181,255$7.14M1.2%+0.4%0.252%
2/10/2025 Greatmark Investment Partners Inc.14,025$552K0.1%N/A0.020%
2/10/2025 Farther Finance Advisors LLC18,235$718K0.0%N/A0.025%
2/7/2025 United Community Bank30,399$1.20M0.5%+16.3%0.042%
2/6/2025 SBI Securities Co. Ltd.4,713$186K0.0%N/A0.007%
2/5/2025 Motco26,422$1.04M0.1%+8.6%0.037%
2/5/2025 Private Trust Co. NA14,043$553K0.1%+26.7%0.020%
2/5/2025 Pointe Capital Management LLC28,933$1.14M0.7%+3.5%0.040%
2/4/2025 Bank of New York Mellon Corp1,503,537$59.22M0.0%+4.1%2.094%
1/31/2025 Pinnacle Wealth Management Advisory Group LLC216,590$8.53M0.8%+9.0%0.302%
1/30/2025 Vicus Capital280,078$11.03M1.0%+1.9%0.390%
1/29/2025 Diversified Portfolios Inc.23,603$930K0.1%N/A0.033%
1/24/2025 Richardson Financial Services Inc.12,175$480K0.3%-21.6%0.017%
1/23/2025 USAdvisors Wealth Management LLC59,725$2.35M0.8%+24.5%0.083%
1/23/2025 Strategic Blueprint LLC7,965$314K0.0%N/A0.011%
1/22/2025 Kingswood Wealth Advisors LLC37,167$1.46M0.1%N/A0.052%
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%
1/15/2025Householder Group Estate & Retirement Specialist LLC2,528$99K0.1%-20.0%0.004%
12/26/2024 JPMorgan Chase & Co.13,790$571K0.0%-77.9%0.019%
11/18/2024 Virtue Capital Management LLC11,608$481K0.1%+27.2%0.016%
11/15/2024 IHT Wealth Management LLC9,026$374K0.0%+20.0%0.013%
11/14/2024 Captrust Financial Advisors221,157$9.16M0.0%+3.9%0.308%
11/13/2024 Private Trust Co. NA11,083$459K0.0%+13.1%0.015%
11/5/2024 Prime Capital Investment Advisors LLC111,897$4.63M0.1%-13.2%0.156%
11/4/2024 Jaffetilchin 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%
8/12/2024 Waterloo Capital L.P.16,197$643K0.1%+6.8%0.023%
8/9/2024 Prime 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%
8/8/2024 Perritt Capital Management Inc1,804$72K0.0%+102.9%0.003%
8/7/2024 Ashton Thomas Private Wealth LLC1,750$70K0.0%N/A0.002%
8/1/2024 Eldridge Investment Advisors Inc.63,485$2.52M0.6%+12.4%0.088%
7/26/2024 Bank of New York Mellon Corp1,447,324$57.49M0.0%+6.5%2.016%
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7/25/2024 Pinnacle Wealth Management Advisory Group LLC99,500$3.95M0.4%+4.4%0.139%
7/24/2024 Family 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%
7/20/2024 Continuum 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%
6/26/2024 Financial Gravity Asset Management Inc.3,743$150K0.0%N/A0.005%
6/11/2024 EverSource Wealth Advisors LLC12,892$503K0.0%-46.9%0.018%
(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, 73 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 ($62.04M), Arden Trust Co ($44.18M), Cheviot Value Management LLC ($38.47M), Janney Capital Management LLC ($29.56M), Horizon Investments LLC ($29.32M), Vicus Capital ($11.21M), and Janney Montgomery Scott LLC ($10.29M).Learn more on TOTL's institutional investors.

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

Of the 65 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: Cheviot Value Management LLC ($967.92K), Bank of New York Mellon Corp ($958.68K), Arden Trust Co ($579.48K), Keystone Financial Group ($269.12K), Janney Montgomery Scott LLC ($244.86K), Diversified Portfolios Inc. ($108.71K), and NBC Securities Inc. ($94.10K).

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

Institutional investors have bought a total of 4,285,817 shares in the last 24 months. This purchase volume represents approximately $170.58M in transactions.

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

Of the 38 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 ($148.75K), Arden Trust Co ($118.71K), Eldridge Investment Advisors Inc. ($66.75K), Family Firm Inc. ($60.12K), ICA Group Wealth Management LLC ($55.86K), and Keystone Financial Group ($55.86K).

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

Institutional investors have sold a total of 1,048,995 shares in the last 24 months. This volume of shares sold represents approximately $42.24M in transactions.


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This page (NYSEARCA:TOTL) was last updated on 5/24/2025 by MarketBeat.com Staff
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