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SPDR DoubleLine Short Duration Total Return Tactical ETF

46 hedge funds and large institutions have $81M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
10
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$376K -$1.22M -26,287 -76%
Citigroup
27
Citigroup
New York
$312K +$133K +2,856 +74%
ARC
28
Advisor Resource Council
Texas
$300K +$300K +6,470 New
RWM
29
Revisor Wealth Management
Ohio
$273K +$273K +5,873 New
T
30
TRUADVICE
Florida
$259K +$6.28K +135 +2%
SFC
31
Strategic Financial Concepts
Texas
$254K +$254K +5,466 New
BAM
32
Belpointe Asset Management
Nevada
$238K +$16.1K +346 +7%
WWM
33
Western Wealth Management
Colorado
$227K +$557 +12 +0.2%
NFG
34
Nations Financial Group
Iowa
$218K -$33.3K -718 -13%
FSG
35
Financial Strategies Group
Michigan
$216K +$216K +4,660 New
MFG
36
Merit Financial Group
Georgia
$206K -$286K -6,160 -58%
SS
37
Sunbelt Securities
Texas
$174K -$110K -2,364 -39%
PCFFS
38
Pacific Center for Financial Services
California
$134K +$134K +2,879 New
VNA
39
Valley National Advisers
Pennsylvania
$123K -$23.9K -515 -16%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$108K +$108K +2,330 New
PCM
41
Pointe Capital Management
Michigan
$59.9K +$59.9K +1,290 New
PTC
42
Private Trust Company
Ohio
$43.2K
Osaic Holdings
43
Osaic Holdings
Arizona
$39K
GWM
44
Geneos Wealth Management
Colorado
$35.1K -$48.8K -1,050 -58%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$21K
C
46
Covestor
United Kingdom
$2K -$303 -5 -13%
Wells Fargo
47
Wells Fargo
California
$19
OPS
48
Orion Portfolio Solutions
Nebraska
-$390K -8,458 Closed
BCI
49
Brinker Capital Investments
Pennsylvania
-$381K -8,259 Closed
ODFS
50
O'Donnell Financial Services
California
-$214K -4,638 Closed