TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$18.8M
2
LPL Financial
LPL Financial
California
+$14.7M
3
OCM
One Capital Management
California
+$10.6M
4
LGWM
Litman Gregory Wealth Management
California
+$10.5M
5
EC
Estate Counselors
Wisconsin
+$6.19M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$55.3M
2
Jane Street
Jane Street
New York
-$52M
3
LFAS
Level Four Advisory Services
Texas
-$21.1M
4
BCI
Brinker Capital Investments
Pennsylvania
-$19.2M
5
Morgan Stanley
Morgan Stanley
New York
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$453K – – –
IFG
227
Investors Financial Group
Minnesota
$440K +$2.18K +45 +0.5%
Comerica Bank
228
Comerica Bank
Texas
$434K -$51.6K -1,081 -11%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$426K -$97.8K -2,024 -19%
TFM
230
TFC Financial Management
Massachusetts
$412K +$10.4K +215 +3%
FFA
231
Fragasso Financial Advisors
Pennsylvania
$409K -$7.92K -164 -2%
AAS
232
Avantax Advisory Services
Texas
$408K +$37.7K +780 +10%
BHWM
233
Bay Harbor Wealth Management
Maryland
$402K -$347K -7,182 -46%
OWA
234
Opal Wealth Advisors
New York
$399K +$35.4K +731 +10%
PFA
235
Pettinga Financial Advisors
Indiana
$393K +$393K +8,133 New
SPL
236
Smart Portfolios LLC
Washington
$389K -$14.4K -298 -4%
TCM
237
Triumph Capital Management
Colorado
$380K +$77.2K +1,596 +25%
AA
238
Advisory Alpha
Michigan
$376K -$1.55M -32,079 -80%
AWM
239
Aries Wealth Management
Maine
$373K -$1.01K -21 -0.3%
EH
240
Equitable Holdings
New York
$372K -$203K -4,209 -35%
BCA
241
Bay Colony Advisors
Massachusetts
$362K +$73.6K +1,526 +26%
GSWM
242
Golden State Wealth Management
California
$358K +$41.1K +850 +13%
FFG
243
Ford Financial Group
California
$352K +$13.7K +285 +4%
CI
244
CX Institutional
Indiana
$347K -$4.54K -94 -1%
FA
245
Financial Advantage
Maryland
$346K +$2.95K +61 +0.9%
FA
246
Faithward Advisors
Pennsylvania
$338K -$16K -330 -5%
Lido Advisors
247
Lido Advisors
California
$338K – – –
KWM
248
Kingsview Wealth Management
Oregon
$333K +$53.5K +1,108 +19%
SPC
249
Sigma Planning Corp
Michigan
$332K -$26.4K -547 -7%
PWMG
250
Pinnacle Wealth Management Group
Michigan
$328K -$169K -3,500 -34%
8 9
10
11 12