We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HVM
151
Harvest Volatility Management
Connecticut
$750K
CPIG
152
Chicago Partners Investment Group
Illinois
$748K -$26.1K -639 -3%
BZWA
153
Blue Zone Wealth Advisors
California
$736K -$94.7K -2,319 -11%
JHCP
154
Jackson Hole Capital Partners
Oklahoma
$726K -$12.9K -317 -2%
HIG
155
Herr Investment Group
Texas
$719K
SFWC
156
Strategic Family Wealth Counselors
New Jersey
$719K +$183K +4,478 +34%
AC
157
Addison Capital
Pennsylvania
$716K -$531K -13,009 -43%
KeyBank National Association
158
KeyBank National Association
Ohio
$697K
ARC
159
Advisor Resource Council
Texas
$695K +$691K +16,921 New
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$684K +$191K +4,669 +39%
Citigroup
161
Citigroup
New York
$677K +$451K +11,047 +203%
CA
162
Continuum Advisory
Idaho
$665K -$56.3K -1,380 -8%
SG
163
StoneX Group
New York
$655K +$21.1K +518 +3%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$607K +$85.7K +2,098 +17%
VCA
165
Verdence Capital Advisors
Maryland
$607K +$4.33K +106 +0.7%
UCB
166
United Community Bank
South Carolina
$591K +$16.9K +415 +3%
SIC
167
Samalin Investment Counsel
New York
$588K -$206K -5,041 -26%
CPCM
168
Cardinal Point Capital Management
Ontario, Canada
$582K -$72.5K -1,775 -11%
CPWMP
169
Cardinal Point Wealth Management Partners
California
$582K -$72.5K -1,775 -11%
SFC
170
SYM Financial Corp
Indiana
$582K -$1M -24,498 -63%
SAG
171
SageView Advisory Group
California
$577K -$54.1K -1,326 -9%
SB
172
Strategic Blueprint
Georgia
$573K -$1.63M -39,976 -74%
TFS
173
Thoroughbred Financial Services
Tennessee
$568K -$88.6K -2,171 -14%
AWS
174
Atria Wealth Solutions
New York
$559K +$223K +5,472 +67%
TC
175
Trilogy Capital
California
$557K +$185K +4,540 +50%