STOT icon

SPDR DoubleLine Short Duration Total Return Tactical ETF

40 hedge funds and large institutions have $70.4M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
11
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.5M -$1.84M -38,136 -9%
VNA
2
Valley National Advisers
Pennsylvania
$12.1M +$11.3M +235,178 +1,589%
Jane Street
3
Jane Street
New York
$5.95M +$2.53M +52,379 +74%
UBS Group
4
UBS Group
Switzerland
$5.1M -$1.56M -32,365 -23%
MHS
5
M Holdings Securities
Oregon
$3.71M +$3.71M +76,980 New
ACP
6
Aveo Capital Partners
Colorado
$3.59M +$374K +7,757 +12%
PWM
7
Peterson Wealth Management
Nevada
$3.01M -$64.9K -1,346 -2%
PWS
8
Private Wealth Strategies
Ohio
$2.91M +$2.91M +60,612 New
NA
9
Nottingham Advisors
New York
$2.85M +$123K +2,541 +5%
EWM
10
Elmwood Wealth Management
California
$1.42M -$844K -17,195 -37%
RJA
11
Raymond James & Associates
Florida
$1.33M +$180K +3,723 +16%
CPA
12
Clear Perspective Advisors
Illinois
$1.29M +$180K +3,737 +16%
NFG
13
Nations Financial Group
Iowa
$1.21M -$33.1K -687 -3%
LPL Financial
14
LPL Financial
California
$890K -$128K -2,645 -13%
Bank of America
15
Bank of America
North Carolina
$686K -$13.4K -277 -2%
WAS
16
Wealth Advisory Solutions
Indiana
$677K -$87.1K -1,808 -11%
EWA
17
Exencial Wealth Advisors
Oklahoma
$645K -$24.9K -517 -4%
DWM
18
Dakota Wealth Management
Florida
$594K -$77.1K -1,597 -11%
MCM
19
Monument Capital Management
Virginia
$465K +$1.74K +36 +0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
$434K +$434K +9,015 New
S
21
Surevest
California
$406K -$4.54M -94,048 -92%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$375K +$14.6K +303 +4%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$368K +$365K +7,560 +11,455%
BCI
24
Brinker Capital Investments
Pennsylvania
$362K -$763K -15,796 -68%
RA
25
RFG Advisory
Alabama
$312K +$312K +6,463 New