SS Doubleline TR Tact ETFTOTLETF
13F holders, Q4 2024 (December 31)362holders +23
37new positions
36sold out
3famous investors
$39.37avg. 13F price*
At the end of Q4 2024, 362 institutions reported holding SS Doubleline TR Tact ETF (TOTL) in their 13F filings, up 23 from Q3 2024. 37 opened new positions and 36 sold out. The largest holders were Signature Estate & Investment Advisors LLC ($255.6M), FMR LLC ($246.4M) and Morgan Stanley ($219.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Doubleline TR Tact ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2024)
- CUSIP
- 78467V848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $33.6M |
| Exits | 36 | $20.5M |
All 13F filers, Q3 2024 → Q4 2024: 11,741,036 shares bought and 3,565,565 shares sold, net +8,175,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 362 holders
| Signature Estate & Investment Advisors LLC | 6.40% | Reduce -13.4% | 6,487,974 | $255.6M |
| FMR LLC | 0.01% | Add +312734450.0% | 6,254,691 | $246.4M |
| Morgan Stanley | 0.02% | Reduce -0.6% | 5,578,185 | $219.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.6% | 3,294,658 | $129.8M |
| LPL Financial LLC | 0.05% | Add +13.9% | 2,902,674 | $114.3M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +23.7% | 2,726,718 | $107.4M |
| Tectonic Advisors LLC | 6.27% | Add +3.7% | 2,435,836 | $95.9M |
| Bank of America Corp. | 0.01% | Reduce -3.2% | 2,422,385 | $95.4M |
| Cwm, LLC | 0.33% | Add +11.1% | 2,012,588 | $79.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -10.2% | 1,686,524 | $66.4M |
| Bank of New York Mellon Corp | 0.01% | Add +4.1% | 1,503,537 | $59.2M |
| Wells Fargo & Company | 0.01% | Add +2.2% | 1,492,348 | $58.8M |
| UBS Group AG | 0.01% | Reduce -8.7% | 1,448,584 | $57.1M |
| Capital Advisors Inc. | 1.11% | Reduce -5.9% | 1,408,361 | $55.5M |
| Kestra Investment Management, LLC | 2.00% | Add +1.6% | 1,288,872 | $50.8M |
| Morling Financial Advisors, LLC | 13.29% | Reduce -0.6% | 967,502 | $38.1M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 873,996 | $34.4M |
| Stadion Money Management, LLC | 2.45% | Add +17.6% | 794,756 | $31.3M |
| WCG Wealth Advisors LLC | 1.91% | Add +104.6% | 732,171 | $28.8M |
| Janney Capital Management LLC | 1.87% | Reduce -6.5% | 717,924 | $28.3M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.3% | 684,520 | $27.4M |
| Horizon Investments, LLC | 0.76% | Add +0.7% | 672,066 | $26.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.8% | 662,113 | $26.1M |
| Raymond James Financial Inc. | 0.01% | — | 631,143 | $24.9M |
| Quadcap Wealth Management, LLC | 3.45% | Add +63.2% | 594,737 | $23.4M |
| Weatherly Asset Management L. P. | 1.77% | Add +7.4% | 505,998 | $19.9M |
| Koshinski Asset Management, Inc. | 1.69% | Add +6.2% | 502,240 | $19.8M |
| Pension & Wealth Management Advisors, Inc. | 7.79% | Add +6.7% | 495,197 | $19.5M |
| McNamara Financial Services, Inc. | 4.24% | Reduce -26.6% | 458,070 | $18.0M |
| Howard Financial Services, LTD. | 2.45% | Add +17.3% | 456,461 | $18.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +28.7% | 437,491 | $17.2M |
| Main Street Financial Solutions, LLC | 1.69% | Add +4.4% | 435,458 | $17.2M |
| Pinnacle Associates Ltd. | 0.22% | Add +185.8% | 404,397 | $15.9M |
| HB Wealth Management, LLC | 0.16% | Add +306.3% | 402,418 | $15.9M |
| Cetera Investment Advisers | 0.03% | Add +3.5% | 376,061 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -27.4% | 358,944 | $14.1M |
| Destiny Wealth Partners, LLC | 2.31% | Add +9.5% | 358,562 | $14.1M |
| Denver PWM, LLC | 5.43% | Reduce -8.0% | 356,438 | $14.0M |
| 1 North Wealth Services LLC | 5.94% | — | 356,119 | $14.0M |
| Austin Wealth Management, LLC | 2.81% | Add +2.5% | 343,249 | $13.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.6% | 336,407 | $13.3M |
| Cerity Partners LLC | 0.03% | Reduce -1.0% | 336,297 | $13.2M |
| FAS Wealth Partners, Inc. | 1.10% | Add +7.5% | 331,326 | $13.1M |
| Spinnaker Investment Group, LLC | 3.12% | Reduce -14.3% | 328,798 | $13.0M |
| Canal Capital Management, LLC | 2.01% | Reduce -1.7% | 314,828 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +1026.0% | 302,278 | $11.9M |
| Focus Partners Wealth | 0.03% | Add +10.7% | 282,262 | $11.1M |
| M Wealth Management, LLC | 10.10% | — | 280,850 | $11.1M |
| Vicus Capital | 0.98% | Add +1.9% | 280,078 | $11.0M |
| Curi Capital, LLC | 0.25% | Add +4.5% | 279,969 | $11.0M |
| Sharkey, Howes & Javer | 1.55% | Reduce -16.5% | 279,259 | $11.0M |
| Corient Private Wealth LP | 0.02% | Add +156.3% | 279,381 | $10.7M |
| Johnson Bixby & Associates, LLC | 1.54% | Reduce -24.6% | 256,937 | $10.1M |
| Captrust Financial Advisors | 0.03% | Add +12.8% | 249,546 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -12.7% | 232,210 | $9.1M |
| Weaver Capital Management LLC | 2.42% | Reduce -0.9% | 218,728 | $8.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.80% | Add +9.0% | 216,590 | $8.5M |
| Ballew Advisors, Inc | 5.15% | Add +3.1% | 206,757 | $8.1M |
| Bedel Financial Consulting, Inc. | 1.12% | Reduce -0.4% | 201,909 | $8.0M |
| Keystone Financial Group | 0.75% | Add +1140.8% | 192,400 | $7.6M |
| MAI Capital Management | 0.05% | New | 185,091 | $7.3M |
| NewEdge Advisors, LLC | 0.04% | Add +72.1% | 179,356 | $7.1M |
| Litman Gregory Wealth Management LLC | 0.61% | Reduce -21.0% | 178,390 | $7.0M |
| Stapp Wealth Management, PLLC | 10.71% | Add +3.9% | 174,355 | $6.9M |
| Summit Asset Management, LLC | 1.16% | Add +196.7% | 168,255 | $6.6M |
| Mariner, LLC | 0.01% | Add +110.0% | 164,489 | $6.5M |
| Barry Investment Advisors, LLC | 2.03% | Reduce -26.7% | 160,491 | $6.3M |
| Elmwood Wealth Management, Inc. | 2.55% | Reduce -0.2% | 160,374 | $6.3M |
| Inman Jager Wealth Management, LLC | 4.81% | — | 156,761 | $6.2M |
| Trivium Point Advisory, LLC | 0.76% | Reduce -17.9% | 152,833 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +21.9% | 144,316 | $5.7M |
| Assetmark, Inc. | 0.01% | Reduce -36.7% | 136,720 | $5.4M |
| John W. Brooker & Co., CPAs | 2.29% | Reduce -6.3% | 134,826 | $5.3M |
| Cerro Pacific Wealth Advisors LLC | 1.72% | Add +46.6% | 125,286 | $5.2M |
| Alpha Cubed Investments, LLC | 0.23% | Add +59.7% | 128,721 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.9% | 128,499 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +3.1% | 128,413 | $5.1M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +3.1% | 128,413 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +45.1% | 128,340 | $5.1M |
| Family Firm, Inc. | 1.08% | Add +0.4% | 181,255 | $4.8M |
| KWB Wealth | 0.60% | New | 116,751 | $4.8M |
| Transamerica Financial Advisors, LLC | 0.46% | Reduce -1.9% | 118,890 | $4.7M |
| V2 Financial group LLC | 2.76% | Add +26.0% | 115,284 | $4.5M |
| Redwood Park Advisors LLC | 3.71% | — | 110,230 | $4.3M |
| RE Dickinson Investment Advisors, LLC | 3.68% | Add +9.6% | 109,270 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +550.1% | 108,542 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -3.4% | 108,128 | $4.3M |
| Freedom Financial Partners LLC | 1.99% | — | 104,940 | $4.1M |
| Paragon Capital Management Inc. | 3.12% | Reduce -2.1% | 101,270 | $4.0M |
| PMG Wealth Management, Inc. | 3.62% | — | 101,054 | $4.0M |
| US Financial Advisors, LLC | 1.21% | Add +1.8% | 99,802 | $3.9M |
| Callan Capital, LLC | 0.28% | Add +6.3% | 95,703 | $3.8M |
| Visionary Wealth Advisors | 0.22% | Add +4.4% | 94,096 | $3.7M |
| Smartleaf Asset Management LLC | 0.37% | Reduce -6.8% | 92,673 | $3.7M |
| Lunt Capital Management, Inc. | 1.42% | Add +33.5% | 92,551 | $3.6M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -25.6% | 92,423 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.8% | 91,158 | $3.6M |
| Truist Financial Corp. | 0.01% | Add +10.9% | 89,792 | $3.5M |
| Family Capital Trust Co | 1.20% | No change | 89,744 | $3.5M |
| Essential Planning, LLC. | 0.02% | New | 84,214 | $3.4M |
"% of holder's portfolio" is TOTL's weight in each manager's 13F, not the share of SS Doubleline TR Tact ETF the manager owns.