
SPDR DoubleLine Total Return Tactical is an exchange-traded fund on ARCA. As of Q3 2025, 325 institutional investors hold shares in this ETF, with total holdings valued at $3.3B. FMR LLC is the largest holder with a position valued at $560.6M.
Overview of institutional ownership in TOTL as of Q3 2025
Institutions with the largest positions in TOTL as of Q3 2025
| Institution | Position Value |
|---|---|
FMR LLC Institution | $560.6M 0.03% of portfolio |
MORGAN STANLEY RIA/Wealth | $230.9M 0.01% of portfolio |
$217.9M 4.66% of portfolio | |
CWM, LLC RIA/Wealth | $173.8M 0.55% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $154.6M 0.05% of portfolio |
L LPL Financial LLC Institution | $144.4M 0.04% of portfolio |
T TECTONIC ADVISORS LLC RIA/Wealth | $97.9M 5.78% of portfolio |
$91.7M 0.14% of portfolio | |
BANK OF AMERICA CORP /DE/ Institution | $78.9M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $74.1M 0.10% of portfolio |
Institutional buying and selling activity for TOTL in Q3 2025
| Institution | Net Bought |
|---|---|
CWM, LLC RIA/Wealth | +$36.9M +910.7K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$29.7M +730.9K shares |
San Luis Wealth Advisors LLC RIA/Wealth | +$24.3M +598.5K shares |
L LPL Financial LLC Institution | +$14.7M +363.3K shares |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$10.7M +264.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$9.7M +239.7K shares |
MORGAN STANLEY RIA/Wealth | +$7.9M +193.6K shares |
Cheviot Value Management, LLC RIA/Wealth | +$4.2M +103.0K shares |
C CI Private Wealth, LLC RIA/Wealth | +$3.6M +88.9K shares |
+$3.2M +78.9K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$31.9M −796.3K shares |
Bank of New York Mellon Corp Institution | −$30.9M −760.9K shares |
Koshinski Asset Management, Inc. RIA/Wealth | −$12.4M −306.6K shares |
HPM Partners LLC RIA/Wealth | −$8.8M −217.5K shares |
BANK OF AMERICA CORP /DE/ Institution | −$8.0M −197.2K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$7.8M −192.9K shares |
−$7.0M −172.1K shares | |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$6.2M −152.3K shares |
S SeaBridge Investment Advisors LLC RIA/Wealth | −$4.1M −102.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$3.7M −91.5K shares |
Institutions that initiated new positions or completely exited TOTL in Q3 2025
| Institution | Position Value |
|---|---|
San Luis Wealth Advisors LLC RIA/Wealth | $24.3M 598.5K shares |
A Atlas Wealth LLC Institution | $1.5M 36.3K shares |
WJ Wealth Management, LLC RIA/Wealth | $513.2K 12.6K shares |
Claro Advisors LLC RIA/Wealth | $494.6K 12.2K shares |
Intrua Financial, LLC RIA/Wealth | $428.9K 10.6K shares |
Saiph Capital, LLC RIA/Wealth | $204.7K 5.0K shares |
Sontag Advisory, LLC RIA/Wealth | $65.9K 1.6K shares |
B Bare Financial Services, Inc Institution | $31.4K 773.0 shares |
Abound Wealth Management RIA/Wealth | $31.3K 772.0 shares |
Sunbelt Securities, Inc. RIA/Wealth | $29.1K 718.0 shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $31.9M 796.3K shares |
S SeaBridge Investment Advisors LLC RIA/Wealth | $4.1M 102.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $3.7M 91.5K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $1.5M 37.2K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $1.2M 30.2K shares |
Eqis Capital Management, Inc. RIA/Wealth | $1.1M 27.4K shares |
F FLOW TRADERS U.S. LLC Institution | $916.4K 22.8K shares |
V Virtu Financial LLC Institution | $819.6K 20.4K shares |
$538.6K 13.4K shares | |
Strategic Investment Advisors / MI RIA/Wealth | $475.8K 11.9K shares |
Institutions with the largest Call and Put options positions in TOTL as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $430.0K 106.0 contracts |
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $641.0K 158.0 contracts |
Institutions with TOTL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | 12.81% $8.4M |
Morling Financial Advisors, LLC RIA/Wealth | 12.68% $38.2M |
M Wealth Management, LLC RIA/Wealth | 9.81% $11.1M |
J John W. Brooker & Co., CPAs Institution | 5.90% $2.9M |
T TECTONIC ADVISORS LLC RIA/Wealth | 5.78% $97.9M |
1 NORTH WEALTH SERVICES LLC RIA/Wealth | 5.76% $14.1M |
Vista Private Wealth Partners. LLC RIA/Wealth | 4.98% $16.0M |
Cheviot Value Management, LLC RIA/Wealth | 4.70% $44.1M |
4.66% $217.9M | |
B Ballew Advisors, Inc RIA/Wealth | 4.45% $8.0M |
Discover hedge funds investing in TOTL


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
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