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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$209M
2
HI
Horizon Investments
North Carolina
$44M
3
Bank of America
Bank of America
North Carolina
$110M
4
TNA
True North Advisors
Texas
$27.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
LPL Financial
California
$83.6M
2
Wells Fargo
Wells Fargo
California
$29.9M
3
EC
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Raleigh Capital Management
North Carolina
$335K -$10.1K -252 -3%
AT
227
Arden Trust
Delaware
$330K +$330K +8,247 New
BMCM
228
Bryn Mawr Capital Management
Pennsylvania
$329K – – –
VWM
229
Valley Wealth Managers
New Jersey
$329K -$94.9K -2,370 -22%
AWS
230
Atria Wealth Solutions
New York
$327K +$327K +8,158 New
FS
231
Ferguson Shapiro
Georgia
$322K -$491K -12,274 -60%
Comerica Bank
232
Comerica Bank
Texas
$317K +$105K +2,567 +50%
GC
233
Grimes & Company
Massachusetts
$314K -$3.76M -93,785 -92%
GRP
234
Global Retirement Partners
California
$314K -$4K -100 -1%
HA
235
Hofer & Associates
California
$312K +$44K +1,098 +16%
FSG
236
Financial Strategies Group
Michigan
$301K -$59.1K -1,476 -16%
Financial Engines Advisors
237
Financial Engines Advisors
California
$295K +$6.45K +161 +2%
CFAM
238
Center For Asset Management
Florida
$282K +$1.56K +39 +0.6%
IA
239
IFP Advisors
Florida
$279K +$58.6K +1,228 +27%
PA
240
PFG Advisors
Arizona
$278K +$278K +6,952 New
William Blair & Company
241
William Blair & Company
Illinois
$278K -$58.1K -1,451 -17%
MSCM
242
McElhenny Sheffield Capital Management
Texas
$271K -$89.5K -2,236 -25%
CWM
243
Catalyst Wealth Management
Georgia
$271K +$271K +6,762 New
SWP
244
Stratos Wealth Partners
Ohio
$263K -$407K -10,172 -61%
AAS
245
Avantax Advisory Services
Texas
$258K -$202K -5,038 -44%
KWM
246
Kingsview Wealth Management
Oregon
$258K -$4.81K -120 -2%
FFA
247
Fragasso Financial Advisors
Pennsylvania
$256K -$44.9K -1,122 -15%
LFA
248
Laraway Financial Advisors
Minnesota
$246K -$29.6K -738 -11%
VPP
249
Vertex Planning Partners
Illinois
$245K +$245K +6,129 New
LJAC
250
L.J. Altfest & Co
New York
$243K -$116K -2,913 -32%
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