TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
Bouchey Financial Group
New York
+$23M
2
QA
Quantitative Advantage
Minnesota
+$8.6M
3
ACI
Alpha Cubed Investments
California
+$3.78M
4
AssetMark Inc
AssetMark Inc
California
+$3.57M
5
NEPPG
New England Professional Planning Group
Rhode Island
+$2.99M

Top Sellers

1
LPL Financial
LPL Financial
California
-$110M
2
IA
IFG Advisory
Georgia
-$7.38M
3
Jane Street
Jane Street
New York
-$6.92M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5M
5
PAG
Private Advisor Group
New Jersey
-$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Perennial Advisors
New York
$268K -$911K -22,668 -77%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$266K -$20.1K -499 -7%
KWM
228
Kingsview Wealth Management
Oregon
$264K – – –
CAG
229
Csenge Advisory Group
Florida
$262K +$262K +6,513 New
PFS
230
Prospera Financial Services
Texas
$256K +$91.4K +2,280 +56%
AWA
231
Artemis Wealth Advisors
New York
$248K -$443K -11,036 -64%
MFA
232
Morling Financial Advisors
California
$242K -$131K -3,256 -35%
KP
233
Keel Point
Alabama
$241K +$241K +5,986 New
AWA
234
Arete Wealth Advisors
Illinois
$237K +$237K +5,895 New
CP
235
Castleview Partners
Texas
$233K +$233K +5,796 +57,960%
FIB
236
First Interstate Bank
Montana
$224K – – –
IA
237
IFP Advisors
Florida
$223K +$725 +15 +0.3%
PPP
238
Private Portfolio Partners
New Jersey
$219K -$191K -4,748 -47%
1IA
239
1620 Investment Advisors
Massachusetts
$218K +$218K +5,425 New
DAM
240
Deltec Asset Management
New York
$217K – – –
AFG
241
Albion Financial Group
Utah
$210K -$10.9K -270 -5%
ECM
242
Evergreen Capital Management
Washington
$209K +$725 +18 +0.3%
Lido Advisors
243
Lido Advisors
California
$208K -$5.8K -145 -3%
QWM
244
QP Wealth Management
New Jersey
$207K +$207K +5,135 New
AA
245
Aufman Associates
Pennsylvania
$204K +$2.13K +53 +1%
Comerica Bank
246
Comerica Bank
Texas
$202K -$198K -5,063 -50%
AL
247
ADE LLC
Maryland
$202K – – –
SAM
248
Strategic Asset Management
Minnesota
$201K +$20.2K +502 +11%
MA
249
MCF Advisors
Kentucky
$187K +$164K +4,101 +730%
FA
250
Fortis Advisors
Pennsylvania
$180K -$5.17K -1,062 -3%
8 9
10
11 12