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Get Institutions for : 
SPDR DoubleLine Total Return Tact ETF (TOTL)  
$38.98 0.04 (0.1%) as of 4:30 Fri 4/26


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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 : 
 $38.22  
Last Quarter's Ending Price : 
 $40.25  
Last Quarter's Average Price : 
 $38.74  
Change from last quarter's     
avg. price to the last closing  : 
0.24 (0.62%)  




 
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: 3-31-2022 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 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 - 2023-12-31 6,661,100 $268,109,000 -658,020
   MORGAN STANLEY 825 - 2023-12-31 4,492,168 $180,810,000 -12,343
   LPL FINANCIAL CORP 273 - 2023-12-31 2,563,843 $103,195,000 269,913
   Advisor Group Holdings Inc. 121 - 2023-12-31 2,486,064 $100,075,000 -519,524
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 84 - 2024-03-31 2,470,272 $98,934,000 -10,270,538
   ENVESTNET ASSET MANAGEMENT INC 424 - 2023-12-31 2,346,484 $94,446,000 103,608
   TECTONIC ADVISORS LLC 3 - 2023-12-31 2,147,063 $86,419,000 85,867
   BANK OF AMERICA CORP /DE/ 907 - 2023-12-31 2,144,378 $86,311,000 -360,497
   CAPITAL ADVISORS INC/OK 16 - 2023-12-31 1,557,765 $62,700,000 -8,986
   WELLS FARGO & CO/MN 649 - 2023-12-31 1,361,450 $54,798,000 55,400
   BANK OF NEW YORK MELLON CORP 1002 - 2023-12-31 1,328,522 $53,473,000 9,449
   UBS Group AG 652 - 2023-12-31 1,290,409 $51,939,000 -494,254
   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 - 2023-12-31 820,692 $33,033,000 209,704
   JANNEY CAPITAL MANAGEMENT LLC 6 - 2023-12-31 805,948 $32,439,000 -46,725
   ROYAL BANK OF CANADA 880 - 2023-12-31 797,417 $32,096,000 9,924
   RAYMOND JAMES & ASSOCIATES 558 - 2023-12-31 772,649 $31,099,000 -19,516
   HIGHTOWER ADVISORS, LLC 354 - 2023-12-31 759,755 $30,580,000 236,098
   JANE STREET GROUP LLC 381 - 2023-12-31 747,857 $30,101,000 347,942
   PFS INVESTMENTS INC. 62 - 2023-06-30 721,416 $29,253,000 59,811
   HORIZON INVESTMENTS, LLC/SC 19 - 2023-12-31 649,823 $26,045,000 -122,042
   McNamara Financial Services Inc. 5 - 2024-03-31 576,752 $23,099,000 23,020
   Johnson Bixby & Associates LLC 8 - 2023-12-31 502,842 $20,239,000 -41,740
   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
   HPM Partners LLC - 2023-12-31 453,626 $18,258,000 -387,362
   QUANTITATIVE ADVANTAGE LLC 13 - 2023-03-31 416,130 $17,074,000 27,702
   CAPTRUST FINANCIAL ADVISORS 266 - 2023-12-31 418,999 $16,865,000 -15,437
   Spinnaker Investment Group LLC 7 - 2024-03-31 404,343 $16,194,000 1,506
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 289 - 2023-12-31 377,106 $15,179,000 -16,647
   Main Street Financial Solutions LLC 9 - 2023-12-31 340,575 $13,708,000 -7,898
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 626 - 2023-12-31 331,399 $13,339,000 336
   RWM Asset Management LLC 11 - 2024-03-31 310,280 $12,427,000 18,007
   Vista Private Wealth Partners. LLC 5 - 2023-12-31 300,436 $12,022,000 202,384
   Financial Advisory Service Inc. - 2023-12-31 292,459 $11,771,000 83,195
   HB Wealth Management LLC 69 - 2023-12-31 283,727 $11,420,000 186,791
   Canal Capital Management LLC - 2023-12-31 264,941 $10,664,000 3,846
   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
   Austin Wealth Management LLC 9 - 2023-12-31 263,956 $10,466,000 9,551
   PFG FINANCIAL ADVISORS 25 - 2024-03-31 253,089 $10,136,000 11,306
   Envestnet Portfolio Solutions Inc. 209 - 2023-12-31 248,096 $9,986,000 97,956
   Orion Portfolio Solutions LLC 180 - 2023-12-31 242,678 $9,712,000 -887,846
   BEDEL FINANCIAL CONSULTING INC 8 - 2023-09-30 244,925 $9,466,000 0
   Curi Capital 27 - 2023-12-31 231,455 $9,316,000 -59,487
   Private Advisor Group LLC 269 - 2023-12-31 230,750 $9,288,000 2,314
   Executive Wealth Management LLC - 2023-12-31 222,887 $8,971,000 -3,455
   Herr Investment Group LLC 18 - 2023-12-31 221,738 $8,925,000 -7,222
   Ballew Advisors Inc 2 - 2024-03-31 223,723 $8,788,000 -8,223
   LITMAN GREGORY ASSET MANAGEMENT LLC 33 - 2023-12-31 198,288 $7,981,000 16,575
   Bedel Financial Consulting Inc. 9 - 2023-12-31 194,700 $7,837,000 -50,225
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 313 - 2023-12-31 183,764 $7,396,000 60,699
   GREAT VALLEY ADVISOR GROUP INC. 109 - 2023-12-31 167,776 $6,753,000 14,857
   STAPP WEALTH MANAGEMENT PLLC 2 - 2024-03-31 163,187 $6,536,000 -1,281
   Cetera Investment Advisers 361 - 2023-12-31 160,043 $6,442,000 -2,239
   John W. Brooker & Co. CPAs 9 - 2024-03-31 157,799 $6,320,000 -11,234
   AXXCESS WEALTH MANAGEMENT LLC 116 - 2023-12-31 143,700 $5,784,000 -27,759
   PINNACLE ASSOCIATES LTD 226 - 2023-12-31 141,475 $5,694,000 4,006
   Cribstone Capital Management LLC 4 - 2022-12-31 141,051 $5,648,000 28,888
   Connecticut Wealth Management LLC 51 - 2023-12-31 139,866 $5,630,000 -1,091
   COLONY GROUP, LLC 218 *New 2023-12-31 139,737 $5,624,000 139,737
   CITADEL ADVISORS LLC 1551 - 2023-12-31 128,408 $5,168,000 98,280
   Prime Capital Investment Advisors LLC - 2023-12-31 127,200 $5,120,000 27,930
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 11 - 2022-12-31 123,432 $4,942,000 22,703
   JANNEY MONTGOMERY SCOTT LLC 731 - 2023-12-31 122,723 $4,939,000 -1,594
   Family Firm Inc. 18 - 2023-12-31 117,519 $4,730,000 1,580
   Capital Asset Advisory Services LLC 44 - 2024-03-31 114,620 $4,534,000 -27,015
   FINANCIAL NETWORK 642 - 2023-12-31 105,701 $4,254,000 6,418
   Alpha Cubed Investments LLC 72 - 2023-12-31 104,448 $4,204,000 -442,435
   Smartleaf Asset Management LLC 12 - 2023-12-31 101,855 $4,106,000 0
   Cornerstone Wealth Management LLC 77 - 2024-03-31 98,567 $3,948,000 9,817
   CALLAN CAPITAL, LLC 47 - 2023-12-31 92,331 $3,716,000 -37,414
   COLONY GROUP LLC 247 - 2023-09-30 95,388 $3,687,000 2,148
   FAMILY CAPITAL TRUST CO - 2023-12-31 89,620 $3,607,000 88,978
   Aveo Capital Partners LLC 71 - 2023-12-31 88,898 $3,578,000 -4,960
   New Potomac Partneres LLC 13 - 2023-12-31 86,387 $3,477,000 -2,800
   Pinnacle Wealth Management Advisory Group LLC 63 - 2023-12-31 83,552 $3,363,000 1,421
   Alternative Investment Advisors LLC. 14 - 2023-09-30 85,350 $3,299,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 1011 - 2023-12-31 78,139 $3,146,000 42,850
   EASTERN BANK *New 2023-12-31 76,111 $3,063,000 76,111
   RE Dickinson Investment Advisors LLC 15 - 2023-12-31 75,777 $3,050,000 3,638
   EWG Elevate Inc. 32 - 2024-03-31 70,445 $2,821,000 -18,134
   Visionary Wealth Advisors 128 - 2023-12-31 68,868 $2,772,000 6,762
   AJ WEALTH STRATEGIES LLC 78 - 2023-06-30 68,156 $2,764,000 0
   Elmwood Wealth Management Inc. 13 - 2023-12-31 68,499 $2,757,000 -91,853
   COMMONWEALTH EQUITY SERVICES LLC. 1463 - 2023-12-31 67,501 $2,717,000 14,646
   J P MORGAN CHASE & CO 2794 - 2023-12-31 66,643 $2,682,000 36,118
   RENAISSANCE TECHNOLOGIES LLC 1763 *New 2023-12-31 66,242 $2,666,000 66,242
   New England Professional Planning Group Inc. 6 - 2024-03-31 65,237 $2,613,000 13,311
   SEABRIDGE INVESTMENT ADVISORS LLC - 2023-12-31 64,846 $2,610,000 7,665
   Marshall Financial Group LLC 29 - 2024-03-31 63,665 $2,550,000 1,543
   Kestra Advisory Services LLC 696 - 2023-12-31 61,935 $2,493,000 16,815
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 706 - 2023-12-31 61,580 $2,479,000 2,812
   Lunt Capital Management Inc. 19 - 2023-12-31 59,750 $2,405,000 2,788
   Financial Advocates Investment Management 152 - 2023-12-31 58,484 $2,354,000 -11,784
   Change Path LLC 136 - 2023-12-31 56,725 $2,283,000 3,140
   HOLLENCREST SECURITIES LLC 66 - 2023-12-31 56,276 $2,265,000 233
   PARAGON CAPITAL MANAGEMENT LTD 28 - 2024-03-31 55,604 $2,227,000 49
   MARINER WEALTH ADVISORS, LLC 1015 - 2023-12-31 54,252 $2,184,000 5,023
  100 Records found
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