TOTL · Insider trading · 13F holders · Congress trades
SPDR DoubleLine Total Return Tactical ETF (TOTL)
Who is buying and selling TOTL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 76
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 4
TOTL at a glance
- No open-market insider purchases or sales of TOTL were filed in the last 90 days.
- 76 13F filers hold TOTL among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Morling Financial Advisors, LLC (12.1%), M Wealth Management, LLC (8.2%) and Pension & Wealth Management Advisors, Inc. (6.2%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
- Members of Congress have disclosed 4 TOTL trades since 2017, 2 purchases and 2 sales in the past year; the latest was Thomas MacArthur (R-NJ), selling $50K–100K on Apr 25, 2018.
- TOTL last closed at $38.08 on Oct 30, 2026.
TOTL insider trading
No open-market insider purchases or sales of TOTL were filed in the last 90 days.
Who owns TOTL? Hedge funds and superinvestors
76 13F filers hold TOTL among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Morling Financial Advisors, LLC (12.1%), M Wealth Management, LLC (8.2%) and Pension & Wealth Management Advisors, Inc. (6.2%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cwm, LLCWealth manager | 0.6% | $216.7M | 5,455,083 | +15.1% shares | Q1 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 2.7% | $153.5M | 4,102,355 | -31.4% shares | Q3 2026 |
| Tectonic Advisors LLCWealth manager | 4.6% | $99.0M | 2,646,000 | -0.0% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 1.3% | $66.7M | 1,688,835 | -14.8% shares | Q2 2026 |
| Capital Advisors Inc/okAsset manager | 0.8% | $54.0M | 1,368,928 | -1.6% shares | Q2 2026 |
| Cheviot Value Management, LLCWealth manager | 5.5% | $54.0M | 1,368,052 | -0.9% shares | Q2 2026 |
| Morling Financial Advisors, LLCWealth manager | 12.1% | $44.9M | 1,199,787 | +4.5% shares | Q3 2026 |
| Weatherly Asset Management L. P.Asset manager | 2.0% | $28.2M | 753,918 | +11.1% shares | Q3 2026 |
| Pension & Wealth Management Advisors, Inc.Pension fund | 6.2% | $27.2M | 727,183 | +11.6% shares | Q3 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 1.4% | $26.9M | 682,427 | +26.0% shares | Q2 2026 |
| WCG Wealth Advisors LLCWealth manager | 0.6% | $26.4M | 669,685 | -2.2% shares | Q2 2026 |
| Aprio Wealth Management, LLCWealth manager | 1.1% | $24.7M | 661,330 | — | Q3 2026 |
| Main Street Financial Solutions, LLCWealth manager | 1.3% | $21.0M | 532,256 | +3.8% shares | Q2 2026 |
| Lighthouse Financial Services Inc /advWealth manager | 4.2% | $19.8M | 504,610 | -0.4% shares | Q2 2026 |
| Cerro Pacific Wealth Advisors LLCWealth manager | 4.3% | $19.7M | 526,042 | +111.5% shares | Q3 2026 |
| Canal Capital Management, LLCWealth manager | 2.0% | $16.7M | 423,789 | +3.5% shares | Q2 2026 |
| 1 North Wealth Services LLCWealth manager | 4.9% | $15.1M | 381,624 | +7.9% shares | Q2 2026 |
| Pinnacle Wealth Management Advisory Group, LLCWealth manager | 0.8% | $14.0M | 373,196 | +3.4% shares | Q3 2026 |
| Jaffetilchin Investment Partners, LLCInvestment manager | 0.7% | $13.8M | 350,539 | +10.2% shares | Q2 2026 |
| Woodmont Investment Counsel LLCWealth manager | 0.7% | $13.6M | 364,026 | -31.7% shares | Q3 2026 |
| Cornerstone Wealth Management, LLCWealth manager | 0.6% | $13.2M | 335,057 | +25.1% shares | Q2 2026 |
| Denver PWM, LLCWealth manager | 4.3% | $13.0M | 348,489 | +0.0% shares | Q3 2026 |
| Vicus CapitalWealth manager | 0.8% | $12.8M | 323,184 | +1.1% shares | Q2 2026 |
| Ballew Advisors, IncInstitutional asset manager | 6.0% | $12.1M | 325,499 | +13.0% shares | Q3 2026 |
| Howard Financial Services, Ltd.Wealth manager | 1.2% | $11.3M | 303,188 | -38.4% shares | Q3 2026 |
| M Wealth Management, LLCWealth manager | 8.2% | $10.7M | 285,791 | +0.5% shares | Q3 2026 |
| Journey Advisory Group, LLCWealth manager | 0.8% | $10.5M | 267,195 | -48.0% shares | Q2 2026 |
| Bedel Financial Consulting, Inc.Wealth manager | 1.0% | $10.4M | 264,075 | +4.2% shares | Q2 2026 |
| Austin Wealth Management, LLCWealth manager | 2.1% | $9.9M | 253,097 | -3.7% shares | Q2 2026 |
| Stablepoint Partners, LLCWealth manager | 1.2% | $8.7M | 219,753 | +3.9% shares | Q2 2026 |
The 30 largest of 76 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 42, Q1 2026: 1). Screen TOTL in the grand portfolio →
TOTL stock trades by members of Congress
Members of Congress have disclosed 4 TOTL trades since 2017, 2 purchases and 2 sales in the past year; the latest was Thomas MacArthur (R-NJ), selling $50K–100K on Apr 25, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 10, 2018 | Thomas MacArthurR-NJ · House | Sale | $50K–100K | Apr 25, 2018 | -19.6% |
| May 10, 2018 | Thomas MacArthurR-NJ · House | Sale | $15K–50K | Apr 25, 2018 | -19.6% |
| Jan 10, 2018 | Thomas MacArthurR-NJ · House | Buy | $50K–100K | Dec 1, 2017 | -21.9% |
| Jan 10, 2018 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Dec 1, 2017 | -21.9% |
TOTL questions and answers
Are insiders buying TOTL stock?
No open-market insider purchases or sales of TOTL were filed in the last 90 days.
Which hedge funds own TOTL?
76 13F filers hold TOTL among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Morling Financial Advisors, LLC (12.1%), M Wealth Management, LLC (8.2%) and Pension & Wealth Management Advisors, Inc. (6.2%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
Has Congress traded TOTL?
Members of Congress have disclosed 4 TOTL trades since 2017, 2 purchases and 2 sales in the past year; the latest was Thomas MacArthur (R-NJ), selling $50K–100K on Apr 25, 2018.
Who is the largest holder of TOTL?
Among 13F filers, Cwm, LLC reports the largest TOTL position, $216.7M (5,455,083 shares) in its Q1 2026 13F. The biggest bet by portfolio weight is Morling Financial Advisors, LLC's: 12.1% of its portfolio.
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