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SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

SPDR Doubleline Total Return Tactical ETF logo
$38.77 +0.05 (+0.13%)
As of 07/24/2026 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)
$91.38M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$27.03M
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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%
5/19/2026Arkadios Wealth Advisors18,184$722K0.0%+2.1%0.017%
5/7/2026Hollencrest Capital Management39,364$1.56M0.1%-5.4%0.037%
5/5/2026Bank of New York Mellon Corp824,067$32.74M0.0%+3.2%0.780%
5/5/2026Ethos Financial Group LLC10,979$436K0.0%-90.9%0.010%
4/27/2026USAdvisors Wealth Management LLC88,735$3.52M1.2%+3.0%0.084%
4/23/2026Vicus Capital319,644$12.70M0.9%+5.6%0.304%
4/22/2026Janney Montgomery Scott LLC956,335$38.00M0.1%+213.8%0.908%
4/21/2026Pinnacle Wealth Management Advisory Group LLC337,663$13.42M0.9%+8.4%0.321%
4/21/2026ADG 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%
2/17/2026Captrust Financial Advisors471,243$18.97M0.0%-9.5%0.462%
2/17/2026Pointe Capital Management LLC33,648$1.35M0.7%+6.5%0.033%
2/13/2026Arkadios Wealth Advisors17,811$717K0.0%+1.6%0.017%
2/13/2026Boston Family Office LLC5,000$201K0.0%N/A0.005%
2/12/2026Hollencrest Capital Management41,620$1.68M0.1%-3.2%0.041%
2/12/2026Betterment LLC6,185$249K0.0%+7.6%0.006%
2/11/2026Janney Montgomery Scott LLC304,735$12.27M0.0%+10.1%0.299%
2/11/2026TIAA Trust National Association9,722$391K0.0%+59.8%0.010%
2/11/2026Aufman Associates Inc7,725$311K0.2%+3.4%0.008%
2/11/2026JPMorgan Chase & Co.138,070$5.56M0.0%+158.3%0.135%
2/10/2026Bank of New York Mellon Corp798,208$32.13M0.0%-1.6%0.783%
2/10/2026Waterloo Capital L.P.8,399$338K0.0%-5.1%0.008%
2/10/2026Principia Wealth Advisory LLC14,882$599K0.2%+59.1%0.015%
2/9/2026Steel Grove Capital Advisors LLC10,000$402K0.0%N/A0.010%
2/9/2026Diversified Portfolios Inc.175,789$7.08M0.6%+4.3%0.172%
2/6/2026EverSource Wealth Advisors LLC877$35K0.0%-93.2%0.001%
2/6/2026Motco26,826$1.08M0.1%+25.2%0.026%
2/5/2026Atlas 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%
2/5/2026USAdvisors Wealth Management LLC86,190$3.47M1.1%+14.1%0.085%
2/3/2026Cheviot 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%
2/2/2026Pinnacle Wealth Management Advisory Group LLC311,607$12.54M0.9%+6.7%0.305%
2/2/2026Horizon Investments LLC847,744$34.12M0.4%+1.5%0.831%
1/27/2026Greatmark Investment Partners Inc.23,975$965K0.1%+3.0%0.024%
1/26/2026Private 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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1/22/2026Richardson Financial Services Inc.7,302$294K0.1%+33.2%0.007%
1/22/2026Vicus Capital302,833$12.19M0.9%+0.6%0.298%
1/20/2026Ethos Financial Group LLC120,055$4.83M0.4%+99.8%0.118%
1/15/2026ADG Wealth Management Group LLC5,789$233K0.2%N/A0.006%
1/15/2026Jaffetilchin Investment Partners LLC222,459$8.95M0.5%+36.5%0.220%
1/1/2026JPMorgan 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%
11/19/2025Captrust Financial Advisors520,670$21.12M0.0%+1.2%0.530%
11/17/2025Keystone Financial Group6,738$273K0.0%-96.4%0.007%
11/17/2025NewEdge 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%
11/14/2025Horizon 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%
11/12/2025Diversified Portfolios Inc.168,596$6.84M0.6%+5.0%0.172%
11/12/2025USAdvisors Wealth Management LLC75,527$3.06M1.1%+11.6%0.077%
11/12/2025TIAA Trust National Association6,085$247K0.0%-7.1%0.006%
11/12/2025Bare Financial Services Inc773$31K0.0%N/A0.001%
11/7/2025JPMorgan Chase & Co.53,447$2.17M0.0%+317.5%0.054%
11/5/2025Prime Capital Investment Advisors LLC109,060$4.43M0.1%+2.5%0.111%
11/4/2025United Community Bank1,000$41K0.0%-97.0%0.001%
11/3/2025Hollencrest Capital Management43,003$1.75M0.1%-13.8%0.044%
11/3/2025GPS Wealth Strategies Group LLC2,555$104K0.0%-17.0%0.003%
10/31/2025Cheviot Value Management LLC1,080,501$44.10M4.7%+10.5%1.100%
10/31/2025Greatmark Investment Partners Inc.23,275$944K0.1%+1.3%0.024%
10/28/2025Richardson 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%
10/24/2025Vicus Capital301,141$12.22M0.9%+4.6%0.307%
10/23/2025Beaumont Financial Advisors LLC8,858$359K0.0%-4.6%0.009%
10/23/2025Kingswood Wealth Advisors LLC10,800$438K0.0%-4.9%0.011%
10/23/2025Ethos Financial Group LLC60,091$2.44M0.2%-46.0%0.061%
10/23/2025 Strategic Blueprint LLC5,994$243K0.0%-18.3%0.006%
10/22/2025Motco21,432$869K0.1%-1.3%0.022%
10/20/2025Pinnacle Wealth Management Advisory Group LLC292,122$11.85M0.9%+8.9%0.299%
10/15/2025Private 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%
8/18/2025Hollencrest Capital Management49,903$2.00M0.1%-1.0%0.052%
8/15/2025Captrust 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%
8/14/2025NewEdge Advisors LLC230,540$9.25M0.0%+13.5%0.241%
8/13/2025Flow Traders U.S. LLC22,846$916K0.0%N/A0.024%
8/13/2025Cheviot Value Management LLC977,509$39.15M4.6%+1.0%1.022%
8/13/2025Baird 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%
8/12/2025Waterloo Capital L.P.8,857$355K0.0%-4.8%0.009%
8/12/2025JPMorgan Chase & Co.12,803$514K0.0%+9.8%0.013%
8/11/2025Diversified 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%
8/7/2025Pinnacle Wealth Management Advisory Group LLC268,141$10.76M0.9%+9.9%0.280%
8/6/2025Ethos Financial Group LLC111,377$4.47M0.4%N/A0.116%
8/5/2025Pointe Capital Management LLC30,890$1.24M0.6%+2.0%0.032%
8/5/2025Bank 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, 67 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 58 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 2,280,560 shares in the last 24 months. This purchase volume represents approximately $91.38M in transactions.

Of the 23 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 669,376 shares in the last 24 months. This volume of shares sold represents approximately $27.03M in transactions.


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This page (NYSEARCA:TOTL) was last updated on 7/26/2026 by MarketBeat.com Staff.
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