Security Snapshot

SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK (TOTL) Institutional Ownership

CUSIP: 78467V848

13F Institutional Holders and Ownership History from Q1 2015 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

351

Shares (Excl. Options)

86,719,256

Price

$40.25

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Type / Class
Equity / COMMON STOCK
Symbol
TOTL
Shares outstanding
96,624,650
Price per share
$39.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
86,719,256
Total reported value
$3,490,706,397
% of total 13F portfolios
0.02%
Share change
+3,246,291
Value change
+$130,498,495
Number of holders
351
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • TOTL - SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK is tracked under CUSIP 78467V848.
  • 351 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 351 to 275 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,490,706,397 to $1,984,840,203.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 351 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 78467V848?
CUSIP 78467V848 identifies TOTL - SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK (TOTL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 14% +26% $550,067,707 +$125,268,216 13,817,325 +29% FMR LLC 30 Jun 2025

As of 31 Dec 2025, 351 institutional investors reported holding 86,719,256 shares of SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK (TOTL). This represents 90% of the company’s total 96,624,650 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK (TOTL) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 14% 13,819,781 +0.02% 0.03% $556,246,188
MORGAN STANLEY 6.8% 6,604,997 +16% 0.02% $265,851,141
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5.6% 5,441,216 +1.3% 4.4% $219,008,960
CWM, LLC 4.9% 4,740,178 +11% 0.52% $190,792,000
LPL Financial LLC 4% 3,849,612 +8.2% 0.04% $154,946,882
ENVESTNET ASSET MANAGEMENT INC 3.9% 3,748,797 -1.6% 0.04% $150,889,074
TECTONIC ADVISORS LLC 2.5% 2,452,051 +1.6% 5.2% $98,695,050
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.2% 2,117,423 -6.6% 0.12% $85,395,678
UBS Group AG 2.1% 2,042,902 +16% 0.02% $82,226,806
BANK OF AMERICA CORP /DE/ 2.1% 1,986,965 +2.1% 0.01% $79,975,359
OSAIC HOLDINGS, INC. 1.9% 1,791,611 -2% 0.11% $72,117,587
WELLS FARGO & COMPANY/MN 1.8% 1,699,340 +4.8% 0.01% $68,398,481
Kestra Investment Management, LLC 1.6% 1,548,613 +1.4% 1.5% $62,331,673
CAPITAL ADVISORS INC/OK 1.5% 1,430,907 +2.6% 0.93% $57,594,003
Cheviot Value Management, LLC 1.3% 1,269,271 +17% 5.1% $51,151,605
ROYAL BANK OF CANADA 1.2% 1,174,085 +13% 0.01% $47,257,000
Corient Private Wealth LLC 1.1% 1,061,750 +72% 0.06% $42,738,731
Morling Financial Advisors, LLC 1% 1,011,006 +7.3% 13% $40,692,983
Horizon Investments, LLC 0.88% 847,744 +1.5% 0.43% $34,121,696
Bank of New York Mellon Corp 0.83% 798,208 -1.6% 0.01% $32,127,852
WCG Wealth Advisors LLC 0.71% 690,443 +6.7% 0.78% $27,790,452
Janney Capital Management LLC 0.7% 674,136 -5% 1.7% $27,134,000
Thrivent Financial for Lutherans 0.69% 669,671 -14% 0.05% $27,008,000
HighTower Advisors, LLC 0.69% 668,143 +1.8% 0.03% $26,892,769
San Luis Wealth Advisors LLC 0.68% 657,598 +9.9% 4.4% $26,468,319

Institutional Holders of SPDR DoubleLine Total Return Tactical ETF - COMMON STOCK (TOTL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 49,943,777 $1,984,840,203 +$82,262,941 $39.73 275
2025 Q4 86,719,256 $3,490,706,397 +$130,498,495 $40.25 351
2025 Q3 82,632,899 $3,351,787,395 +$53,019,573 $40.57 327
2025 Q2 81,471,478 $3,266,411,419 +$277,594,949 $40.11 336
2025 Q1 74,854,503 $3,013,922,109 +$158,287,818 $40.29 344
2024 Q4 70,954,777 $2,795,764,569 +$317,906,513 $39.39 356
2024 Q3 61,869,460 $2,558,584,602 +$149,638,751 $41.40 336
2024 Q2 59,442,164 $2,360,975,120 +$109,520,972 $39.72 324
2024 Q1 55,452,383 $2,219,550,392 -$373,142,336 $40.05 320
2023 Q4 64,850,127 $2,609,603,298 -$128,055,933 $40.25 325
2023 Q3 67,760,096 $2,618,537,827 +$228,843,590 $38.65 310
2023 Q2 61,797,138 $2,503,840,323 +$266,181,943 $40.55 312
2023 Q1 55,503,327 $2,275,642,208 +$478,243,011 $41.03 311
2022 Q4 44,057,712 $1,764,253,468 +$384,184,276 $40.04 327
2022 Q3 35,251,249 $1,414,785,374 -$141,209,486 $40.18 299
2022 Q2 38,960,306 $1,643,430,319 -$99,436,615 $42.18 316
2022 Q1 41,337,247 $1,849,635,858 -$207,996,450 $44.77 340
2021 Q4 45,682,360 $2,161,497,463 -$81,615,885 $47.34 359
2021 Q3 46,308,840 $2,237,191,260 -$153,477,897 $48.32 354
2021 Q2 49,031,650 $2,373,616,644 +$75,504,263 $48.41 351
2021 Q1 48,030,465 $2,315,648,153 -$32,879,581 $48.21 355
2020 Q4 48,758,111 $2,402,699,207 +$35,708,258 $49.28 362
2020 Q3 46,222,799 $2,279,198,698 +$86,794,213 $49.31 318
2020 Q2 45,300,403 $2,244,943,135 +$49,428,977 $49.55 313
2020 Q1 44,533,487 $2,136,303,108 -$271,232,925 $47.96 316
2019 Q4 50,517,362 $2,475,166,689 -$4,964,994 $48.99 324
2019 Q3 48,990,423 $2,411,143,716 +$35,403,390 $49.23 288
2019 Q2 48,437,602 $2,375,755,395 +$137,879,308 $49.07 288
2019 Q1 45,689,354 $2,207,565,219 -$8,816,493 $48.35 294
2018 Q4 46,019,019 $2,179,979,389 -$7,155,992 $47.37 282
2018 Q3 45,050,396 $2,127,509,040 -$11,158,532 $47.25 251
2018 Q2 45,450,684 $2,161,893,888 -$152,105,067 $47.55 247
2018 Q1 48,416,105 $2,321,623,141 -$96,989,584 $47.97 257
2017 Q4 50,407,000 $2,451,790,534 -$73,938,498 $48.64 265
2017 Q3 48,900,405 $2,408,432,254 +$195,317,794 $49.27 214
2017 Q2 45,319,490 $2,229,929,779 +$125,175,698 $49.21 203
2017 Q1 42,503,111 $2,077,307,624 +$67,329,129 $48.87 200
2016 Q4 42,160,098 $2,040,580,618 +$118,262,660 $48.39 192
2016 Q3 38,045,929 $1,909,177,958 +$238,534,992 $50.19 164
2016 Q2 33,300,751 $1,662,426,666 +$88,873,089 $49.92 151
2016 Q1 31,449,487 $1,552,333,883 +$305,118,698 $49.38 143
2015 Q4 25,238,291 $1,226,931,641 +$481,095,350 $48.60 139
2015 Q3 14,751,924 $730,335,341 +$282,386,758 $49.52 107
2015 Q2 9,141,636 $452,775,993 +$348,438,853 $49.52 82
2015 Q1 1,540,236 $77,059,027 +$77,059,027 $50.03 37
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