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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
   RMB CAPITAL MANAGEMENT LLC 124 *New 2024-03-31 258,730 $10,362,000 258,730
   RFG Advisory Group LLC 241 *New 2024-03-31 45,068 $1,805,000 45,068
   FLOW TRADERS U.S. LLC 202 *New 2024-03-31 42,200 $1,690,000 42,200
   Cerro Pacific Wealth Advisors LLC 29 *New 2023-03-31 41,045 $1,684,000 41,045
   PFG Investments LLC 471 *New 2024-03-31 14,499 $581,000 14,499
   TOWNSQUARE CAPITAL LLC 833 *New 2024-03-31 13,321 $533,000 13,321
   H D Vest Advisory Services 998 *New 2024-03-31 13,308 $533,000 13,308
   HARTLINE INVESTMENT CORP/ 230 *New 2024-03-31 10,755 $431,000 10,755
   WNY Asset Management LLC 181 *New 2024-03-31 7,882 $316,000 7,882
   IHT Wealth Management LLC 800 *New 2024-03-31 7,603 $304,000 7,603
   Betterment LLC 322 *New 2024-03-31 6,977 $279,000 6,977
   American Institute for Advanced Investment Managem 112 *New 2024-03-31 6,726 $269,000 6,726
   Van Hulzen Asset Management LLC 277 *New 2024-03-31 6,700 $268,000 6,700
   TIAA TRUST NATIONAL ASSOCIATION 538 *New 2024-03-31 6,547 $262,000 6,547
   Petix & Botte Co 135 *New 2024-03-31 5,241 $210,000 5,241
   Brookstone Capital Management 867 *New 2024-03-31 5,077 $203,000 5,077
   Northwest Financial Advisors 144 *New 2024-03-31 4,100 $164,000 4,100
   JONES FINANCIAL COMPANIES LLLP 495 *New 2024-03-31 4,014 $161,000 4,014
   Financial Gravity Wealth Inc. 127 *New 2024-03-31 3,743 $150,000 3,743
   CAMBRIDGE TRUST CO 332 *New 2024-03-31 2,635 $106,000 2,635
   Fernwood Investment Management LLC 310 *New 2024-03-31 1,710 $68,000 1,710
   HANSON MCCLAIN, INC. 1673 *New 2024-03-31 610 $24,000 610
   YHB INVESTMENT ADVISORS, INC. 595 *New 2024-03-31 500 $20,000 500
   Future Financial Wealth Managment LLC 361 *New 2024-03-31 450 $18,000 450
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 341 *New 2024-03-31 185 $7,000 185
   Kozak & Associates Inc. 474 *New 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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