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Get Institutions for : 
SPDR DoubleLine Total Return Tact ETF (TOTL)  
$39.47 0.06 (0.15%) as of 4:30 Fri 5/24


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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  : 
0.73 (1.88%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Waterfront Wealth Inc. 245 *Closed 2024-03-31 0 $0 -6,922
   TSFG LLC 780 *Closed 2024-03-31 0 $0 -220
   NEWMAN DIGNAN & SHEERAR, INC. 172 *Closed 2024-03-31 0 $0 -13,279
   First PREMIER Bank 488 *Closed 2024-03-31 0 $0 -2,633
   HighMark Wealth Management LLC 555 *Closed 2024-03-31 0 $0 -443
   Curi Capital 36 *Closed 2024-03-31 0 $0 -231,455
   Arete Wealth Advisors LLC 525 *Closed 2024-03-31 0 $0 -5,109
   True North Advisors LLC 207 *Closed 2024-03-31 0 $0 -548,370
   Morton Brown Family Wealth LLC 226 *Closed 2024-03-31 0 $0 -166
   FAMILY MANAGEMENT CORP 194 *Closed 2024-03-31 0 $0 -7,418
   Focused Wealth Management Inc 778 *Closed 2024-03-31 0 $0 -873
   Processus Wealth & Capital Management LLC 37 *Closed 2024-03-31 0 $0 -8,019
   TOWER RESEARCH CAPITAL LLC 5868 *Closed 2024-03-31 0 $0 -8
   Streettalk Advisors LLC 461 *Closed 2024-03-31 0 $0 -12,228
   Ronald Blue Trust Inc. 2565 *Closed 2024-03-31 0 $0 -530
   AE Wealth Management LLC 1738 *Closed 2024-03-31 0 $0 -6,010
   First Pacific Financial 438 *Closed 2024-03-31 0 $0 -13
   Guardian Financial Partners LLC 48 *Closed 2024-03-31 0 $0 -30,606
   VIRTU FINANCIAL LLC 1945 *Closed 2023-12-31 0 $0 -16,650
   Financial Avengers Inc. 159 *Closed 2024-03-31 0 $0 -700
   Koss-Olinger Consulting LLC 263 *Closed 2024-03-31 0 $0 -9,353
   NorthRock Partners LLC 421 *Closed 2024-03-31 0 $0 -7,172
   AdvisorNet Financial Inc 2362 *Closed 2024-03-31 0 $0 -73,347
   THOROUGHBRED FINANCIAL SERVICES LLC 554 *Closed 2024-03-31 0 $0 -5,185
   ADVISORY SERVICES NETWORK, LLC 3686 *Closed 2024-03-31 0 $0 -1,317
   Larson Financial Group LLC 1854 *Closed 2024-03-31 0 $0 -197
   One Capital Management LLC 316 *Closed 2024-03-31 0 $0 -11,205
   MASSMUTUAL TRUST CO FSB/ADV 2141 *Closed 2024-03-31 0 $0 -1,660
   Ford Financial Group Inc. 42 *Closed 2023-03-31 0 $0 -194,528
   OLD MISSION CAPITAL LLC 1214 *Closed 2024-03-31 0 $0 -14,047
   KARLINSKI ANDREW C 132 *Closed 2022-12-31 0 $0 -24,800
   Constant Guidance Financial LLC 48 *Closed 2024-03-31 0 $0 -5,050

  32 Records found
  1    
  Page 1 of 1
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