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SPDR DoubleLine Short Duration Total Return Tactical ETF
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Overview Fund Activity

29 hedge funds and large institutions have $51.1M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
2
Increased
16
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Nations Financial Group
Iowa
$1.28M
2
CPA
2
Clear Perspective Advisors
Illinois
$1.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.3M
4
EWM
4
Elmwood Wealth Management
California
$2.22M
5
AG
5
Advisor Group
Arizona
$345K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$241K
4
NA
4
Nottingham Advisors
New York
$1.73M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.3M 369,391 +8,058 +2%
UBS Group
2
UBS Group
Switzerland
$8.48M 170,761 +1,147 +0.7%
S
3
Surevest
California
$5.67M 114,242 -1,752 -2%
ACP
4
Aveo Capital Partners
Colorado
$3.65M 73,727 +5,769 +8%
EWM
5
Elmwood Wealth Management
California
$2.22M 44,720 +7,850 +21%
NA
6
Nottingham Advisors
New York
$1.73M 34,906 -7,674 -18%
CPA
7
Clear Perspective Advisors
Illinois
$1.72M 34,709 +17,523 +102%
NFG
8
Nations Financial Group
Iowa
$1.28M 25,720 +25,720 New
BCI
9
Brinker Capital Investments
Pennsylvania
$1.19M 23,863 +2,625 +12%
RJA
10
Raymond James & Associates
Florida
$1.13M 22,723 +1,378 +6%
LPL Financial
11
LPL Financial
California
$1.05M 21,055 -654 -3%
DWM
12
Dakota Wealth Management
Florida
$673K 13,555 +5,955 +78%
Bank of America
13
Bank of America
North Carolina
$651K 13,086 +1,387 +12%
1NWS
14
1 North Wealth Services
Maryland
$641K 12,907 +12,907 New
Jane Street
15
Jane Street
New York
$590K 11,885 +2,185 +23%
MCM
16
Monument Capital Management
Virginia
$474K 9,539 +64 +0.7%
VNA
17
Valley National Advisers
Pennsylvania
$390K 7,855 +6,303 +406%
AG
18
Advisor Group
Arizona
$345K 6,946 +6,421 +1,223%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$268K 5,400 +76 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$241K 4,848 -11,199 -70%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$221K 4,457 +154 +4%
WOC
22
West Oak Capital
California
$45K 900 – –
GTAM
23
Global Trust Asset Management
Florida
$36K 730 -25 -3%
CB
24
Community Bank
New York
$30K 600 – –
GWM
25
Geneos Wealth Management
Colorado
$21K 425 – –
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