SPDR Doubleline Total Return Tactical ETF (TOTL) Institutional Ownership

$39.09
-0.03 (-0.08%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$87.02M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$30.04M
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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
4/17/2024 Vicus Capital253,089$10.14M0.9%+4.7%0.353%
4/5/2024 NBC Securities Inc.43,188$1.73M0.2%-11.2%0.057%
4/3/2024 Arden 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%
3/4/2024Richardson Financial Services Inc.18,270$735K0.6%N/A0.024%
2/14/2024Waterloo Capital L.P.22,297$897K0.1%+5.6%0.030%
2/13/2024United 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%
2/8/2024Janney Capital Management LLC805,948$32.44M2.2%-5.5%1.071%
2/8/2024Janney 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%
2/7/2024Pinnacle Wealth Management Advisory Group LLC83,552$3.36M0.4%+1.7%0.111%
2/6/2024Pointe 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%
1/23/2024Family 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%
1/12/2024 Westside 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%
1/4/2024 Arden 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%
11/16/2023 Westside 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%
11/8/2023Janney Montgomery Scott LLC124,317$4.81M0.0%+125.7%0.165%
11/8/2023Janney 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%
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10/31/2023Triumph Capital Management10,117$391K0.2%+5.7%0.013%
10/27/2023Family Capital Trust Co642$25K0.0%N/A0.001%
10/26/2023GPS Wealth Strategies Group LLC5,897$228K0.0%-11.7%0.008%
10/25/2023Pinnacle 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%
10/10/2023 Arden Trust Co1,204,303$46.55M7.7%+16.9%1.600%
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%
8/10/2023Hollencrest 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%
8/2/2023Baystate Wealth Management LLC78,231$3.17M0.4%+35,298.6%0.104%
8/1/2023Community Bank N.A.102,750$4.17M0.5%-8.9%0.137%
7/28/2023Private Trust Co. NA10,124$411K0.1%-20.4%0.014%
7/26/2023Janney Capital Management LLC844,077$34.23M2.4%-2.4%1.208%
7/26/2023Janney Montgomery Scott LLC55,085$2.23M0.0%+5.6%0.079%
7/17/2023GPS Wealth Strategies Group LLC6,676$271K0.1%-35.8%0.010%
7/14/2023 Arden Trust Co1,029,890$41.76M6.9%+58.1%1.473%
7/14/2023 AdvisorNet Financial Inc69,739$2.83M0.2%+1.9%0.100%
7/14/2023 Pinnacle Bancorp Inc.1,561$63K0.0%-36.4%0.002%
5/10/2023RE Dickinson Investment Advisors LLC59,007$2.42M0.8%N/A0.084%
5/9/2023Fortis Advisors LLC195,591$6.63M4.3%+419.9%0.280%
5/9/2023Motco23,044$945K0.1%+18.7%0.033%
5/9/2023Bank of New York Mellon Corp544,044$22.32M0.0%+0.9%0.778%
5/8/2023Triumph Capital Management9,604$394K0.2%-10.0%0.014%
5/5/2023Assetmark Inc.222,687$9.14M0.0%-19.6%0.319%
5/4/2023Pinnacle Wealth Management Advisory Group LLC72,404$2.97M0.4%+29.3%0.104%
5/4/2023Vantage Financial Partners Ltd. Inc.32,821$1.35M0.8%-51.4%0.047%
5/3/2023Hallmark Capital Management Inc.5,908$242K0.0%-28.0%0.008%
5/2/2023 Vicus Capital240,029$9.85M1.1%-0.1%0.343%
5/1/2023Family Firm Inc.115,262$4.73M1.3%-0.7%0.165%
5/1/2023Fernwood Investment Management LLC6,355$261K0.1%-43.1%0.009%
4/28/2023 AdvisorNet Financial Inc68,420$2.81M0.3%-9.5%0.098%
4/28/2023Newman Dignan & Sheerar Inc.8,800$361K0.1%-4.8%0.013%
4/28/2023Janney Capital Management LLC865,024$35.49M2.7%-2.2%1.238%
4/28/2023Janney Montgomery Scott LLC52,150$2.14M0.0%-11.2%0.075%
4/28/2023 Strategic Blueprint LLC13,976$573K0.1%-74.1%0.020%
4/26/2023IFG Advisory LLC19,221$789K0.1%-5.1%0.027%
4/25/2023Parallel Advisors LLC933$38K0.0%+5,731.3%0.001%
4/17/2023GPS Wealth Strategies Group LLC10,392$426K0.1%-30.2%0.015%
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4/17/2023 Arden Trust Co651,549$26.73M4.8%+7,800.4%1.106%
4/13/2023Householder Group Estate & Retirement Specialist LLC1,248$51K0.0%N/A0.002%
4/13/2023Addison Capital Co17,455$716K0.5%-42.7%0.030%
4/12/2023 Worth Asset Management LLC6,638$272K0.2%+141.8%0.011%
4/12/2023Private Trust Co. NA12,717$522K0.1%+174.0%0.022%
4/10/2023 First PREMIER Bank2,633$108K0.0%N/A0.004%
3/6/2023OLD Mission Capital LLC58,925$2.36M0.1%+352.5%0.101%
2/22/2023Laraway Financial Advisors Inc6,142$246K0.3%-10.7%0.011%
2/15/2023Fortis Advisors LLC37,618$184K0.1%+1.7%0.065%
2/10/2023Motco19,415$777K0.1%+1.5%0.033%
(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, 86 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 ($50.98M), Arden Trust Co ($45.85M), Horizon Investments LLC ($38.12M), Janney Capital Management LLC ($32.44M), Bouchey Financial Group Ltd ($25.82M), JPMorgan Chase & Co. ($16.82M), and Colony Group LLC ($10.38M).Learn more on TOTL's institutional investors.

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

Of the 64 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 ($784.60K), Bouchey Financial Group Ltd ($632.43K), Janney Capital Management LLC ($316.42K), Ford Financial Group LLC ($309.95K), Fortis Advisors LLC ($158.59K), and Prime Capital Investment Advisors LLC ($126.11K).

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

Institutional investors have bought a total of 4,770,034 shares in the last 24 months. This purchase volume represents approximately $193.89M in transactions.

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

Of the 57 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: Strategic Blueprint LLC ($301.47K), Horizon Investments LLC ($243.91K), Vicus Capital ($226.38K), IFG Advisory LLC ($202.10K), Bouchey Financial Group Ltd ($158.50K), JPMorgan Chase & Co. ($155.55K), and Janney Capital Management LLC ($150.38K).

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

Institutional investors have sold a total of 2,450,839 shares in the last 24 months. This volume of shares sold represents approximately $102.30M in transactions.


This page (NYSEARCA:TOTL) was last updated on 4/24/2024 by MarketBeat.com Staff

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