SPDR DOUBLELINE TR TACT ETF (TOTL) Institutional Ownership Changes & 13F Activity
SPDR DOUBLELINE TR TACT ETF (TOTL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Captrust Financial Advisors, Morgan Stanley, Wells Fargo & Company/Mn, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -5,157 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +190,160 | +11.2% | 1,889,500 | $75.07M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Sell | -1,198 | -7.0% | 15,851 | $629.75K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +162,082 | +8.2% | 2,149,047 | $85.38M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -79,159 | -25.1% | 236,705 | $3.69M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +12,067 | +466.3% | 14,655 | $582.00K | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +10,177 | +184.2% | 15,701 | $623.81K | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +680 | +6.4% | 11,304 | $449.11K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +373 | +2.1% | 18,184 | $722.43K | Q1 2026 | May 18, 2026 |
| Graney & King, Llc | Buy | +26 | — | 26 | $1.03K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +6 | +0.8% | 737 | $29.28K | Q1 2026 | May 18, 2026 |
| Ariadne Wealth Management, Lp | Buy | +4 | +0.0% | 42,338 | $1.68M | Q1 2026 | May 18, 2026 |
| Corient Private Wealth Llc | Buy | +324,841 | +32.2% | 1,332,420 | $52.82M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +267,249 | +56.7% | 738,492 | $29.34M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +209,215 | +3.2% | 6,814,213 | $270.73M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +187,383 | +16.0% | 1,361,468 | $54.09M | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Sell | -170,172 | -20.1% | 677,572 | $26.70M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +96,418 | +23.8% | 500,961 | $19.90M | Q1 2026 | May 15, 2026 |
| Segall Bryant & Hamill, Llc | Buy | +75,312 | — | 75,312 | $3.02M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -57,242 | -48.9% | 59,754 | $2.37M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +51,552 | +17.4% | 347,446 | $13.80M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -41,204 | -2.3% | 1,750,407 | $69.54M | Q1 2026 | May 15, 2026 |
| Shelton Capital Management | Buy | +38,015 | — | 38,015 | $1.51M | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +32,382 | +29.6% | 141,694 | $5.63M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +26,414 | +13.0% | 229,637 | $9.12M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +24,202 | — | 24,202 | $961.54K | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +19,133 | — | 19,133 | $760.00K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +16,188 | +14.4% | 128,625 | $5.11M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Sell | -11,171 | -12.1% | 81,106 | $3.22M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +9,996 | +7.8% | 138,583 | $5.47M | Q1 2026 | May 15, 2026 |
Frequently asked questions about TOTL activity
Which institutional owners are buying TOTL?
Institutional owners buying TOTL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TOTL activity?
"Buy" means an investor increased their reported position in TOTL compared to the prior reporting period. This reflects growing exposure to SPDR DOUBLELINE TR TACT ETF (TOTL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TOTL increasing?
Institutional interest in TOTL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.