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Get Institutions for : 
SPDR DoubleLine Total Return Tact ETF (TOTL)  
$39.46 0.32 (0.8%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 304    3
Total shares held : 
 63,784,536  
% of shares held : 
 70.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -2,036,354  
% of shares held change : 
   -2.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.11  
Last Quarter's Ending Price : 
 $40.05  
Last Quarter's Average Price : 
 $39.85  
Change from last quarter's     
avg. price to the last closing  : 
0.39 (0.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 502,912
 0.79%
 
Increased Positions :
121
 4,363,298
 6.84%
 
Unchanged Positions :
43
 472,645
 0.74%
 
Decreased Positions :
118
-6,107,813
-9.58%
 
Closed Positions :
25
-794,751
-1.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3 - 2024-03-31 7,072,828 $283,267,000 411,728
   MORGAN STANLEY 780 - 2024-03-31 5,092,475 $203,954,000 600,307
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 84 - 2024-03-31 2,470,272 $98,934,000 -10,270,538
   ENVESTNET ASSET MANAGEMENT INC 451 - 2024-03-31 2,448,878 $98,078,000 102,394
   LPL FINANCIAL CORP 337 - 2024-03-31 2,340,559 $93,739,000 -223,284
   BANK OF AMERICA CORP /DE/ 938 - 2024-03-31 2,338,850 $93,671,000 194,472
   TECTONIC ADVISORS LLC 3 - 2024-03-31 2,258,409 $90,449,000 111,346
   Advisor Group Holdings Inc. 121 - 2024-03-31 1,836,942 $73,569,000 -649,122
   UBS Group AG 653 - 2024-03-31 1,560,377 $62,493,000 269,968
   CAPITAL ADVISORS INC/OK 17 - 2024-03-31 1,544,025 $61,838,000 -13,740
   WELLS FARGO & CO/MN 660 - 2024-03-31 1,453,166 $58,199,000 91,716
   BANK OF NEW YORK MELLON CORP 977 - 2024-03-31 1,359,409 $54,444,000 30,887
   Arden Trust Co 1 - 2024-03-31 1,144,751 $45,847,000 26,726
   CLS INVESTMENT FIRM LLC 19 - 2022-12-31 1,040,263 $41,652,000 -51,203
   PMFM INC. 9 - 2024-03-31 826,929 $32,980,000 6,237
   JANNEY CAPITAL MANAGEMENT LLC 6 - 2024-03-31 789,197 $31,607,000 -16,751
   PFS INVESTMENTS INC. 62 - 2023-06-30 721,416 $29,253,000 59,811
   ROYAL BANK OF CANADA 984 - 2024-03-31 671,729 $26,902,000 -125,688
   HIGHTOWER ADVISORS, LLC 400 - 2024-03-31 668,869 $26,788,000 -90,886
   HORIZON INVESTMENTS, LLC/SC 20 - 2024-03-31 649,311 $25,784,000 -512
   RAYMOND JAMES & ASSOCIATES 698 - 2024-03-31 589,984 $23,629,000 -182,665
   McNamara Financial Services Inc. 5 - 2024-03-31 576,752 $23,099,000 23,020
   THRIVENT FINANCIAL FOR LUTHERANS 419 - 2024-03-31 567,420 $22,725,000 489,281
   WEATHERLY ASSET MANAGEMENT LP 12 - 2024-03-31 483,127 $19,349,000 13,380
   Johnson Bixby & Associates LLC 8 - 2024-03-31 476,402 $19,080,000 -26,440
   HOWARD FINANCIAL SERVICES LTD. 10 - 2024-03-31 461,598 $18,487,000 34,223
   Koshinski Asset Management Inc. 6 - 2024-03-31 449,902 $18,019,000 449,902
   QUANTITATIVE ADVANTAGE LLC 13 - 2023-03-31 416,130 $17,074,000 27,702
   Spinnaker Investment Group LLC 7 - 2024-03-31 404,343 $16,194,000 1,506
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 316 - 2024-03-31 389,754 $15,610,000 12,648
   Main Street Financial Solutions LLC 10 - 2024-03-31 385,197 $15,427,000 44,622
   HPM Partners LLC 365 - 2024-03-31 364,108 $14,334,000 -89,518
   Vista Private Wealth Partners. LLC 5 - 2024-03-31 325,240 $12,907,000 24,804
   Cetera Investment Advisers 572 - 2024-03-31 320,583 $12,839,000 160,540
   CAPTRUST FINANCIAL ADVISORS 297 - 2024-03-31 314,366 $12,590,000 -104,633
   Steward Partners Investment Advisory LLC 162 - 2024-03-31 313,930 $12,573,000 308,260
   RWM Asset Management LLC 11 - 2024-03-31 310,280 $12,427,000 18,007
   Canal Capital Management LLC 10 - 2024-03-31 299,975 $12,014,000 35,034
   Financial Advisory Service Inc. 21 - 2024-03-31 297,257 $11,905,000 4,798
   Austin Wealth Management LLC 9 - 2024-03-31 280,070 $11,071,000 16,114
   Envestnet Portfolio Solutions Inc. 211 - 2024-03-31 274,866 $11,008,000 26,770
   Barry Investment Advisors LLC 7 - 2024-03-31 263,196 $10,541,000 -8,144
   GAMBLE JONES MORPHY & BENT 30 - 2022-12-31 261,688 $10,478,000 -28,148
   RMB CAPITAL MANAGEMENT LLC 124 *New 2024-03-31 258,730 $10,362,000 258,730
   Executive Wealth Management LLC 30 - 2024-03-31 257,407 $10,193,000 34,520
   PFG FINANCIAL ADVISORS 25 - 2024-03-31 253,089 $10,136,000 11,306
   Private Advisor Group LLC 270 - 2024-03-31 240,377 $9,627,000 9,627
   BEDEL FINANCIAL CONSULTING INC 8 - 2023-09-30 244,925 $9,466,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 853 - 2024-03-31 221,207 $8,859,000 -110,192
   Ballew Advisors Inc 2 - 2024-03-31 223,723 $8,788,000 -8,223
   Kestra Advisory Services LLC 352 - 2024-03-31 213,230 $8,540,000 151,295
   LITMAN GREGORY ASSET MANAGEMENT LLC 33 - 2024-03-31 208,064 $8,333,000 9,776
   Herr Investment Group LLC 15 - 2024-03-31 203,248 $8,140,000 -18,490
   COLONY GROUP, LLC 242 - 2024-03-31 200,990 $8,050,000 61,253
   Bedel Financial Consulting Inc. 11 - 2024-03-31 199,501 $7,990,000 4,801
   HB Wealth Management LLC 108 - 2024-03-31 189,807 $7,602,000 -93,920
   Elmwood Wealth Management Inc. 4 - 2024-03-31 176,912 $7,085,000 108,413
   Weaver Capital Management LLC 7 - 2024-03-31 169,475 $6,787,000 39,085
   STAPP WEALTH MANAGEMENT PLLC 2 - 2024-03-31 163,187 $6,536,000 -1,281
   PINNACLE ASSOCIATES LTD 211 - 2024-03-31 161,038 $6,450,000 19,563
   John W. Brooker & Co. CPAs 9 - 2024-03-31 157,799 $6,320,000 -11,234
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 377 - 2024-03-31 157,433 $6,305,000 -26,331
   TRANSAMERICA FINANCIAL ADVISORS, INC. 39 - 2024-03-31 142,024 $5,689,000 114,613
   Cribstone Capital Management LLC 4 - 2022-12-31 141,051 $5,648,000 28,888
   Prime Capital Investment Advisors LLC 191 - 2024-03-31 136,359 $5,461,000 9,159
   FINANCIAL NETWORK 599 - 2024-03-31 135,800 $5,439,000 30,099
   J P MORGAN CHASE & CO 2426 - 2024-03-31 133,082 $5,330,000 66,439
   JANE STREET GROUP LLC 1224 - 2024-03-31 132,563 $5,309,000 -615,294
   Connecticut Wealth Management LLC 58 - 2024-03-31 132,567 $5,309,000 -7,299
   MBL Wealth LLC 40 - 2024-03-31 131,574 $5,270,000 131,574
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 11 - 2022-12-31 123,432 $4,942,000 22,703
   Orion Portfolio Solutions LLC 321 - 2024-03-31 122,432 $4,903,000 -120,246
   Family Firm Inc. 19 - 2024-03-31 118,521 $4,747,000 1,002
   CITADEL ADVISORS LLC 1741 - 2024-03-31 114,502 $4,586,000 -13,906
   AXXCESS WEALTH MANAGEMENT LLC 135 - 2024-03-31 113,914 $4,562,000 -29,786
   Capital Asset Advisory Services LLC 44 - 2024-03-31 114,620 $4,534,000 -27,015
   Quadcap Wealth Management LLC 15 - 2024-03-31 108,813 $4,358,000 62,522
   Cornerstone Wealth Management LLC 77 - 2024-03-31 98,567 $3,948,000 9,817
   RENAISSANCE TECHNOLOGIES LLC 1571 - 2024-03-31 97,547 $3,907,000 31,305
   JANNEY MONTGOMERY SCOTT LLC 844 - 2024-03-31 96,735 $3,874,000 -25,988
   Pinnacle Wealth Management Advisory Group LLC 56 - 2024-03-31 95,320 $3,818,000 11,768
   CALLAN CAPITAL, LLC 51 - 2024-03-31 92,620 $3,709,000 289
   COLONY GROUP LLC 247 - 2023-09-30 95,388 $3,687,000 2,148
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1199 - 2024-03-31 91,412 $3,661,000 67,987
   Smartleaf Asset Management LLC 21 - 2024-03-31 90,114 $3,632,000 -11,741
   FAMILY CAPITAL TRUST CO 23 - 2024-03-31 89,744 $3,593,000 124
   Alpha Cubed Investments LLC 70 - 2024-03-31 89,651 $3,591,000 -14,797
   Visionary Wealth Advisors 112 - 2024-03-31 86,956 $3,483,000 18,088
   New Potomac Partneres LLC 17 - 2024-03-31 86,777 $3,475,000 390
   RE Dickinson Investment Advisors LLC 13 - 2024-03-31 86,434 $3,462,000 10,657
   Alternative Investment Advisors LLC. 14 - 2023-09-30 85,350 $3,299,000 0
   V2 Financial group LLC 10 - 2024-03-31 81,601 $3,268,000 3,489
   GREAT VALLEY ADVISOR GROUP INC. 209 - 2024-03-31 80,059 $3,206,000 -87,717
   EASTERN BANK 106 - 2024-03-31 76,111 $3,048,000 0
   EWG Elevate Inc. 32 - 2024-03-31 70,445 $2,821,000 -18,134
   AJ WEALTH STRATEGIES LLC 78 - 2023-06-30 68,156 $2,764,000 0
   Goss Wealth Management LLC 571 - 2024-03-31 68,930 $2,761,000 64,641
   MARINER WEALTH ADVISORS, LLC 958 - 2024-03-31 67,974 $2,722,000 13,722
   COMMONWEALTH EQUITY SERVICES LLC. 1548 - 2024-03-31 67,884 $2,719,000 383
   SEABRIDGE INVESTMENT ADVISORS LLC 49 - 2024-03-31 67,592 $2,707,000 2,746
  100 Records found
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