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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-9
Holders Change %
-3.01%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
25
Increased
132
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
$57.5M
2
Morgan Stanley
Morgan Stanley
New York
$206M
3
CAI
Capital Advisors Inc
Oklahoma
$43.2M
4
Wells Fargo
Wells Fargo
California
$83.3M
5
KF
Krilogy Financial
Missouri
$9.84M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$33.3M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
PAG
Private Advisor Group
New Jersey
$7.09M
4
SHIM
Stone House Investment Management
Pennsylvania
$0
5
TW
Towerpoint Wealth
California
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$201K +$201K +4,091 New
CFGS
227
Concourse Financial Group Securities
Alabama
$196K -$1.96K -40 -1%
FA
228
Financial Advantage
Maryland
$179K – – –
VNA
229
Valley National Advisers
Pennsylvania
$179K +$179K +3,650 New
TFGT
230
TS Financial Group (TSFG)
Illinois
$157K +$1.28K +26 +0.8%
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$152K +$142K +2,892 +1,418%
SPIA
232
Steward Partners Investment Advisory
New York
$124K +$124K +2,545 New
PB
233
Pinnacle Bancorp
Nebraska
$114K – – –
AIM
234
Advantage Investment Management
Iowa
$98K – – –
AIC
235
Archer Investment Corporation
Indiana
$98K – – –
LPWM
236
Lake Point Wealth Management
Texas
$95K – – –
SAM
237
Shamrock Asset Management
Texas
$93K – – –
CIAS
238
Capital Investment Advisory Services
North Carolina
$85K -$18.1K -368 -18%
FNBOSM
239
First National Bank of South Miami
Florida
$73K – – –
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$69K – – –
PG
241
Proffitt & Goodson
Tennessee
$66K -$49.6K -1,015 -43%
BCA
242
Berman Capital Advisors
Georgia
$64K -$124K -2,526 -66%
PW
243
Price Wealth
Texas
$60K – – –
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K +$20.2K +412 +56%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$55K +$55K +1,123 New
RFA
246
Reilly Financial Advisors
California
$49K – – –
MA
247
MCF Advisors
Kentucky
$47K +$9.29K +189 +25%
SF
248
Synovus Financial
Georgia
$46K – – –
PA
249
Parallel Advisors
California
$45K -$365K -7,463 -89%
AP
250
Atwood & Palmer
Missouri
$45K – – –
8 9
10
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