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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
   ENVESTNET ASSET MANAGEMENT INC 451 - 2024-03-31 2,448,878 $98,078,000 102,394
   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
   UBS Group AG 653 - 2024-03-31 1,560,377 $62,493,000 269,968
   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
   PMFM INC. 9 - 2024-03-31 826,929 $32,980,000 6,237
   PFS INVESTMENTS INC. 62 - 2023-06-30 721,416 $29,253,000 59,811
   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
   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
   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
   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
   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
   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
   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
   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
   PINNACLE ASSOCIATES LTD 211 - 2024-03-31 161,038 $6,450,000 19,563
   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
   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
   Family Firm Inc. 19 - 2024-03-31 118,521 $4,747,000 1,002
   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
   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
   FAMILY CAPITAL TRUST CO 23 - 2024-03-31 89,744 $3,593,000 124
   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
   V2 Financial group LLC 10 - 2024-03-31 81,601 $3,268,000 3,489
   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
   New England Professional Planning Group Inc. 6 - 2024-03-31 65,237 $2,613,000 13,311
   Lunt Capital Management Inc. 21 - 2024-03-31 64,342 $2,577,000 4,592
   Marshall Financial Group LLC 29 - 2024-03-31 63,665 $2,550,000 1,543
   Change Path LLC 196 - 2024-03-31 61,073 $2,446,000 4,348
   Geneos Wealth Management Inc. 226 - 2024-03-31 57,427 $2,300,000 4,904
   STIFEL FINANCIAL CORP 1616 - 2024-03-31 57,172 $2,290,000 11,901
   Eldridge Investment Advisors Inc. 37 - 2024-03-31 56,485 $2,262,000 20,200
   HOLLENCREST SECURITIES LLC 83 - 2024-03-31 56,441 $2,260,000 165
   Fortis Advisors LLC 23 - 2024-03-31 56,349 $2,257,000 25,265
   PARAGON CAPITAL MANAGEMENT LTD 28 - 2024-03-31 55,604 $2,227,000 49
   SUMMIT ASSET MANAGEMENT, LLC 32 - 2024-03-31 54,024 $2,164,000 3,728
   Heritage Wealth Management Inc. /CA/ 12 - 2024-03-31 52,992 $2,122,000 8,477
   Auour Investments LLC 30 - 2024-03-31 50,440 $2,020,000 1,920
   MULTIFINANCIAL SECURITIES CORP 831 - 2024-03-31 48,510 $1,943,000 37,141
   VERITION FUND MANAGEGMENT LLC 782 - 2024-03-31 45,000 $1,802,000 33,000
   WEBSTER BANK 85 - 2024-03-31 44,579 $1,785,000 858
   USAdvisors Wealth Management LLC 47 - 2024-03-31 43,562 $1,743,000 2,769
   Equitable Holdings Inc. 484 - 2024-03-31 43,204 $1,730,000 12
   Redhawk Wealth Advisors Inc. 78 - 2024-03-31 42,252 $1,692,000 8,147
   Leeward Financial Partners LLC 44 - 2024-03-31 39,302 $1,574,000 1,000
   Addison Capital Co 37 - 2024-03-31 38,167 $1,529,000 10,922
   Jacobi Capital Management LLC 137 - 2024-03-31 37,649 $1,508,000 1,722
   1620 INVESTMENT ADVISORS INC. 15 - 2024-03-31 36,692 $1,469,000 1,051
   Private Portfolio Partners LLC 61 - 2024-03-31 36,612 $1,466,000 6,338
   WMS PARTNERS, LLC 86 - 2024-03-31 35,627 $1,427,000 2,320
   Cooper Financial Group 88 - 2024-03-31 33,958 $1,360,000 211
   RESTON WEALTH MANAGEMENT LLC 19 - 2024-03-31 33,292 $1,333,000 4,211
   Tranquilli Financial Advisor LLC 33 - 2024-03-31 33,022 $1,323,000 549
   Essex Private Wealth Management LLC 10 - 2024-03-31 31,630 $1,267,000 3,195
   JAFFETILCHIN INVESTMENT PARTNERS LLC 114 - 2024-03-31 31,362 $1,256,000 11,211
   Peak Financial Management Inc. 37 - 2024-03-31 31,054 $1,244,000 1,477
   Avitas Wealth Management LLC 131 - 2024-03-31 29,884 $1,197,000 1,499
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 114 - 2024-03-31 29,145 $1,167,000 3,960
   Worth Financial Advisory Group LLC 29 - 2024-03-31 28,467 $1,140,000 57
   Atria Wealth Solutions Inc. 899 - 2024-03-31 25,193 $1,009,000 1,553
   Rockefeller Capital Management L.P. 1254 - 2024-03-31 24,975 $1,000,000 6,738
   Cornerstone Advisory LLP 87 - 2024-03-31 24,432 $979,000 3,046
   MOTCO 135 - 2024-03-31 23,363 $936,000 375
  100 Records found
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