Free Trial
→ You cannot escape this reality (From Porter & Company) (Ad)tc pixel Free TOTL Stock Alerts

SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$39.31 0.00 (0.00%)
As of 05/22/2026 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)
40
Total
Institutional Inflows
(last 12 months)
$92.21M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$29.30M
Get TOTL Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Doubleline Total Return Tactical ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TOTL Institutional Buying and Selling by Quarter

SPDR Doubleline Total Return Tactical ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Strategic 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%
2/18/2026 Ameriflex Group Inc.4,797$193K0.1%-26.9%0.005%
2/18/2026 IHT Wealth Management LLC6,102$246K0.0%+18.4%0.006%
2/17/2026 Captrust Financial Advisors471,243$18.97M0.0%-9.5%0.462%
2/17/2026 Pointe 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%
2/12/2026 Betterment 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%
1/22/2026 Richardson Financial Services Inc.7,302$294K0.1%+33.2%0.007%
The SpaceX filing is public. The window is closing. (Ad)

SpaceX just filed its S-1. The IPO is confirmed for June 12 - $75 billion, ticker SPCX, potentially the largest in history. The 21-bank syndicate has already locked up shares, so retail investors won't get access. But the S-1 exposed one publicly traded company Musk cannot operate without - and it's still cheap. Dylan Jovine is releasing the ticker free before June 12 changes the price.tc pixel

Get the ticker before the SpaceX IPO reprices everything on June 12
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%
1/15/2026 Jaffetilchin 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%
11/24/2025 Pointe Capital Management LLC31,591$1.28M0.6%+2.3%0.032%
11/19/2025 Sunbelt 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%
11/17/2025 FWL Investment Management LLC4,774$194K0.1%+12.6%0.005%
11/14/2025 Horizon Investments LLC834,945$33.60M0.4%+1.6%0.850%
11/13/2025 Betterment LLC5,748$233K0.0%+4.6%0.006%
11/13/2025 Ameriflex 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%
9/3/2025 American 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%
8/14/2025 Betterment LLC5,497$220K0.0%-6.4%0.006%
8/14/2025 FWL Investment Management LLC4,239$170K0.1%+13.2%0.004%
8/14/2025 NewEdge Advisors LLC230,540$9.25M0.0%+13.5%0.241%
8/13/2025 Flow 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%
8/12/2025 Jaffetilchin Investment Partners LLC131,414$5.27M0.3%+41.0%0.137%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
8/11/2025 Western 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%
8/5/2025 Pointe 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%
8/1/2025 Motco21,715$866K0.1%+23.8%0.023%


TOTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 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), Arden Trust Co ($44.18M), 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), and Captrust Financial Advisors ($18.97M).Learn more on SPDR Doubleline Total Return Tactical ETF's institutional investors.

Of the 60 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), Bank of New York Mellon Corp ($241.61K), Keystone Financial Group ($192.40K), Diversified Portfolios Inc. ($175.79K), and Ethos Financial Group LLC ($171.34K).

Institutional investors have bought a total of 2,301,245 shares in the last 24 months. This purchase volume represents approximately $92.21M in transactions.

Of the 26 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), Janney Capital Management LLC ($23.92K), and Janney Montgomery Scott LLC ($16.06K).

Institutional investors have sold a total of 725,883 shares in the last 24 months. This volume of shares sold represents approximately $29.30M in transactions.


Related Companies

This page (NYSEARCA:TOTL) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Futurist George Gilder - who predicted the smartphone years before the iPhone launched - believes today's AI d...
Eagle Publishing | Sponsoredtc pixel
My crisis of conscience
Emmet Savage - named in Irish America's Wall Street 50 as one of the most successful investors in the world - ...
Porter & Company | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Skip the Line Opportunity: The SpaceX IPO
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
FINAL HOURS: $9 Income ETF Access VANISHES at MIDNIGHT
Tim Plaehn's income ETF research is available at 82% off - but only until midnight tonight. This Memorial Day ...
Investors Alley | Sponsoredtc pixel