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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Verus Capital Partners, LlcSell-5,157-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+190,160+11.2%1,889,500$75.07MQ1 2026Jul 08, 2026
Western Wealth Management, LlcSell-1,198-7.0%15,851$629.75KQ1 2026May 19, 2026
Bank Of America CorpBuy+162,082+8.2%2,149,047$85.38MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-79,159-25.1%236,705$3.69MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+12,067+466.3%14,655$582.00KQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+10,177+184.2%15,701$623.81KQ1 2026May 18, 2026
Barnes Wealth Management Group, IncBuy+680+6.4%11,304$449.11KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+373+2.1%18,184$722.43KQ1 2026May 18, 2026
Graney & King, LlcBuy+26—26$1.03KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+6+0.8%737$29.28KQ1 2026May 18, 2026
Ariadne Wealth Management, LpBuy+4+0.0%42,338$1.68MQ1 2026May 18, 2026
Corient Private Wealth LlcBuy+324,841+32.2%1,332,420$52.82MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+267,249+56.7%738,492$29.34MQ1 2026May 15, 2026
Morgan StanleyBuy+209,215+3.2%6,814,213$270.73MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+187,383+16.0%1,361,468$54.09MQ1 2026May 15, 2026
Horizon Investments, LlcSell-170,172-20.1%677,572$26.70MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+96,418+23.8%500,961$19.90MQ1 2026May 15, 2026
Segall Bryant & Hamill, LlcBuy+75,312—75,312$3.02MQ1 2026May 15, 2026
Cerity Partners LlcSell-57,242-48.9%59,754$2.37MQ1 2026May 15, 2026
Mai Capital ManagementBuy+51,552+17.4%347,446$13.80MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-41,204-2.3%1,750,407$69.54MQ1 2026May 15, 2026
Shelton Capital ManagementBuy+38,015—38,015$1.51MQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcBuy+32,382+29.6%141,694$5.63MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+26,414+13.0%229,637$9.12MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+24,202—24,202$961.54KQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+19,133—19,133$760.00KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+16,188+14.4%128,625$5.11MQ1 2026May 15, 2026
Smartleaf Asset Management LlcSell-11,171-12.1%81,106$3.22MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+9,996+7.8%138,583$5.47MQ1 2026May 15, 2026
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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.