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SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$38.84 -0.06 (-0.15%)
As of 08/14/2026 04:10 PM 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)
37
Total
Institutional Inflows
(last 12 months)
$67.20M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$26.91M
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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
7/7/2026 CoreCap Advisors LLC1,045$41K0.0%-29.3%0.001%
5/19/2026Strategic Investment Advisors MI15,701$624K0.0%+184.2%0.015%
5/19/2026 Arkadios Wealth Advisors18,184$722K0.0%+2.1%0.017%
5/7/2026 Hollencrest Capital Management39,364$1.56M0.1%-5.4%0.037%
5/5/2026 Bank of New York Mellon Corp824,067$32.74M0.0%+3.2%0.780%
5/5/2026 Ethos Financial Group LLC10,979$436K0.0%-90.9%0.010%
4/27/2026 USAdvisors Wealth Management LLC88,735$3.52M1.2%+3.0%0.084%
4/23/2026 Vicus Capital319,644$12.70M0.9%+5.6%0.304%
4/22/2026 Janney Montgomery Scott LLC956,335$38.00M0.1%+213.8%0.908%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC337,663$13.42M0.9%+8.4%0.321%
4/21/2026 ADG Wealth Management Group LLC96,976$3.85M2.7%+1,575.2%0.092%
2/18/2026Ameriflex Group Inc.4,797$193K0.1%-26.9%0.005%
2/18/2026IHT Wealth Management LLC6,102$246K0.0%+18.4%0.006%
2/17/2026 Captrust Financial Advisors471,243$18.97M0.0%-9.5%0.462%
2/17/2026Pointe Capital Management LLC33,648$1.35M0.7%+6.5%0.033%
2/13/2026 Arkadios Wealth Advisors17,811$717K0.0%+1.6%0.017%
2/13/2026 Boston Family Office LLC5,000$201K0.0%N/A0.005%
2/12/2026 Hollencrest Capital Management41,620$1.68M0.1%-3.2%0.041%
2/12/2026Betterment LLC6,185$249K0.0%+7.6%0.006%
2/11/2026 Janney Montgomery Scott LLC304,735$12.27M0.0%+10.1%0.299%
2/11/2026 TIAA Trust National Association9,722$391K0.0%+59.8%0.010%
2/11/2026 Aufman Associates Inc7,725$311K0.2%+3.4%0.008%
2/11/2026 JPMorgan Chase & Co.138,070$5.56M0.0%+158.3%0.135%
2/10/2026 Bank of New York Mellon Corp798,208$32.13M0.0%-1.6%0.783%
2/10/2026 Waterloo Capital L.P.8,399$338K0.0%-5.1%0.008%
2/10/2026Principia Wealth Advisory LLC14,882$599K0.2%+59.1%0.015%
2/9/2026 Steel Grove Capital Advisors LLC10,000$402K0.0%N/A0.010%
2/9/2026 Diversified Portfolios Inc.175,789$7.08M0.6%+4.3%0.172%
2/6/2026 EverSource Wealth Advisors LLC877$35K0.0%-93.2%0.001%
2/6/2026 Motco26,826$1.08M0.1%+25.2%0.026%
2/5/2026 Atlas Wealth LLC46,781$1.88M0.6%+28.7%0.046%
2/5/2026 1620 Investment Advisors Inc.39,087$1.57M1.0%-7.7%0.038%
2/5/2026 USAdvisors Wealth Management LLC86,190$3.47M1.1%+14.1%0.085%
2/3/2026 Cheviot Value Management LLC1,269,271$51.15M5.3%+17.5%1.244%
2/3/2026 SBI Securities Co. Ltd.2,392$96K0.0%-50.9%0.002%
2/2/2026 Pinnacle Wealth Management Advisory Group LLC311,607$12.54M0.9%+6.7%0.305%
2/2/2026 Horizon Investments LLC847,744$34.12M0.4%+1.5%0.831%
1/27/2026 Greatmark Investment Partners Inc.23,975$965K0.1%+3.0%0.024%
1/26/2026 Private Trust Co. NA19,488$784K0.1%+11.0%0.019%
1/23/2026 Farther Finance Advisors LLC30,017$1.21M0.0%+35.0%0.030%
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1/22/2026 Richardson Financial Services Inc.7,302$294K0.1%+33.2%0.007%
1/22/2026 Vicus Capital302,833$12.19M0.9%+0.6%0.298%
1/20/2026 Ethos Financial Group LLC120,055$4.83M0.4%+99.8%0.118%
1/15/2026 ADG Wealth Management Group LLC5,789$233K0.2%N/A0.006%
1/15/2026Jaffetilchin Investment Partners LLC222,459$8.95M0.5%+36.5%0.220%
1/1/2026 JPMorgan Chase & Co.53,447$2.17M0.0%+317.5%0.054%
12/23/2025 Triumph Capital Management951$39K0.0%N/A0.001%
11/24/2025Pointe Capital Management LLC31,591$1.28M0.6%+2.3%0.032%
11/19/2025Sunbelt Securities Inc.718$29K0.0%N/A0.001%
11/19/2025 Captrust Financial Advisors520,670$21.12M0.0%+1.2%0.530%
11/17/2025 Keystone Financial Group6,738$273K0.0%-96.4%0.007%
11/17/2025 NewEdge Advisors LLC267,530$10.85M0.0%+16.0%0.272%
11/17/2025 Triumph Capital Management951$39K0.0%N/A0.001%
11/17/2025Perritt Capital Management Inc4,745$193K0.1%-97.4%0.005%
11/17/2025FWL Investment Management LLC4,774$194K0.1%+12.6%0.005%
11/14/2025 Horizon Investments LLC834,945$33.60M0.4%+1.6%0.850%
11/13/2025Betterment LLC5,748$233K0.0%+4.6%0.006%
11/13/2025Ameriflex Group Inc.6,558$266K0.1%+881.7%0.007%
11/12/2025 Diversified Portfolios Inc.168,596$6.84M0.6%+5.0%0.172%
11/12/2025 USAdvisors Wealth Management LLC75,527$3.06M1.1%+11.6%0.077%
11/12/2025 TIAA Trust National Association6,085$247K0.0%-7.1%0.006%
11/12/2025 Bare Financial Services Inc773$31K0.0%N/A0.001%
11/7/2025 JPMorgan Chase & Co.53,447$2.17M0.0%+317.5%0.054%
11/5/2025 Prime Capital Investment Advisors LLC109,060$4.43M0.1%+2.5%0.111%
11/4/2025 United Community Bank1,000$41K0.0%-97.0%0.001%
11/3/2025 Hollencrest Capital Management43,003$1.75M0.1%-13.8%0.044%
11/3/2025GPS Wealth Strategies Group LLC2,555$104K0.0%-17.0%0.003%
10/31/2025 Cheviot Value Management LLC1,080,501$44.10M4.7%+10.5%1.100%
10/31/2025 Greatmark Investment Partners Inc.23,275$944K0.1%+1.3%0.024%
10/28/2025 Richardson Financial Services Inc.5,480$222K0.1%-63.3%0.006%
10/27/2025Janney Capital Management LLC709,661$28.79M1.8%-1.6%0.723%
10/24/2025 Vicus Capital301,141$12.22M0.9%+4.6%0.307%
10/23/2025 Beaumont Financial Advisors LLC8,858$359K0.0%-4.6%0.009%
10/23/2025 Kingswood Wealth Advisors LLC10,800$438K0.0%-4.9%0.011%
10/23/2025 Ethos Financial Group LLC60,091$2.44M0.2%-46.0%0.061%
10/23/2025 Strategic Blueprint LLC5,994$243K0.0%-18.3%0.006%
10/22/2025 Motco21,432$869K0.1%-1.3%0.022%
10/20/2025 Pinnacle Wealth Management Advisory Group LLC292,122$11.85M0.9%+8.9%0.299%
10/15/2025 Private Trust Co. NA17,555$712K0.1%+5.6%0.018%
10/14/2025 Farther Finance Advisors LLC22,228$902K0.0%+6.8%0.023%
10/7/2025 1620 Investment Advisors Inc.42,362$1.72M1.2%-1.2%0.044%
9/3/2025American Trust8,617$346K0.0%N/A0.009%
8/18/2025 Hollencrest Capital Management49,903$2.00M0.1%-1.0%0.052%
8/15/2025 Captrust 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%
8/14/2025 NewEdge Advisors LLC230,540$9.25M0.0%+13.5%0.241%
8/13/2025Flow Traders U.S. LLC22,846$916K0.0%N/A0.024%
8/13/2025 Cheviot Value Management LLC977,509$39.15M4.6%+1.0%1.022%
8/13/2025 Baird Financial Group Inc.29,611$1.19M0.0%+10.6%0.031%
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8/12/2025Jaffetilchin Investment Partners LLC131,414$5.27M0.3%+41.0%0.137%
8/12/2025 Waterloo Capital L.P.8,857$355K0.0%-4.8%0.009%
8/12/2025 JPMorgan Chase & Co.12,803$514K0.0%+9.8%0.013%
8/11/2025 Diversified 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%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC268,141$10.76M0.9%+9.9%0.280%
8/6/2025 Ethos Financial Group LLC111,377$4.47M0.4%N/A0.116%
8/5/2025Pointe Capital Management LLC30,890$1.24M0.6%+2.0%0.032%
8/5/2025 Bank of New York Mellon Corp1,572,014$63.05M0.0%+2.1%1.644%


TOTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of SPDR Doubleline Total Return Tactical ETF. The most heavily invested institutionals were Cheviot Value Management LLC ($51.15M), Janney Montgomery Scott LLC ($38.00M), Horizon Investments LLC ($34.12M), Bank of New York Mellon Corp ($32.74M), Janney Capital Management LLC ($28.79M), Captrust Financial Advisors ($18.97M), and Pinnacle Wealth Management Advisory Group LLC ($13.42M).Learn more on SPDR Doubleline Total Return Tactical ETF's institutional investors.

Of the 55 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 ($1.27M), Janney Montgomery Scott LLC ($852.23K), Captrust Financial Advisors ($314.17K), Keystone Financial Group ($192.40K), Diversified Portfolios Inc. ($175.79K), Ethos Financial Group LLC ($171.34K), and JPMorgan Chase & Co. ($170.72K).

Institutional investors have bought a total of 1,677,667 shares in the last 24 months. This purchase volume represents approximately $67.20M in transactions.

Of the 21 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: Keystone Financial Group ($180.35K), Perritt Capital Management Inc ($174.32K), Ethos Financial Group LLC ($160.36K), Captrust Financial Advisors ($49.43K), United Community Bank ($32.45K), Bank of New York Mellon Corp ($12.93K), and EverSource Wealth Advisors LLC ($11.94K).

Institutional investors have sold a total of 666,208 shares in the last 24 months. This volume of shares sold represents approximately $26.91M in transactions.


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Institutional ownership data for NYSEARCA:TOTL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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