STOT icon

SPDR DoubleLine Short Duration Total Return Tactical ETF

41 hedge funds and large institutions have $67.6M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
15
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIG
1
Spinnaker Investment Group
California
$18M 390,413 +77,244 +25%
LPL Financial
2
LPL Financial
California
$10.1M 219,289 +48,047 +28%
HA
3
Hofer & Associates
California
$5.46M 118,474 -76 -0.1%
UBS Group
4
UBS Group
Switzerland
$4.25M 92,128 -1,948 -2%
EWM
5
Elmwood Wealth Management
California
$3.68M 79,794 -2,600 -3%
EWA
6
Exencial Wealth Advisors
Oklahoma
$3.37M 73,061 +29,002 +66%
Morgan Stanley
7
Morgan Stanley
New York
$3.36M 72,813 +13,884 +24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.02M 65,535 +4,103 +7%
PCMU
9
Paragon Capital Management (Utah)
Utah
$2.44M 52,925 +915 +2%
GEA
10
Glen Eagle Advisors
New Jersey
$1.83M 39,631 +39,531 +39,531%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.58M 34,381 -1,025 -3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.41M 30,657 +5,911 +24%
LFG
13
Larson Financial Group
Missouri
$1M 21,709 +320 +1%
Bank of America
14
Bank of America
North Carolina
$873K 18,944 -30,980 -62%
SWP
15
Stratos Wealth Partners
Ohio
$714K 15,495 -2,541 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$664K 14,413 +1,194 +9%
KIA
17
KLR Investment Advisors
Rhode Island
$629K 13,654 +13,654 New
GIP
18
Greatmark Investment Partners
Georgia
$576K 12,500
CIBC World Market
19
CIBC World Market
Ontario, Canada
$570K 12,373
MFG
20
Merit Financial Group
Georgia
$488K 10,588 +10,588 New
ACP
21
Aveo Capital Partners
Colorado
$399K 8,666 -6,650 -43%
OPS
22
Orion Portfolio Solutions
Nebraska
$390K 8,458
BCI
23
Brinker Capital Investments
Pennsylvania
$381K 8,259
EH
24
Equitable Holdings
New York
$299K 6,496 +483 +8%
SS
25
Sunbelt Securities
Texas
$282K 6,108 +37 +0.6%