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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$89.9M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
226
Cherry Tree Wealth Management
Minnesota
$309K +$309K +7,614 New
HA
227
Hofer & Associates
California
$306K -$10.1K -250 -3%
FM
228
Family Management
New York
$301K -$55.7K -1,373 -16%
Financial Engines Advisors
229
Financial Engines Advisors
California
$299K -$3K -74 -1%
GC
230
Grimes & Company
Massachusetts
$297K -$11.4K -282 -4%
LA
231
LexAurum Advisors
Kansas
$294K -$4.06K -100 -1%
FSG
232
Financial Strategies Group
Michigan
$292K -$1.1K -27 -0.4%
AL
233
ADE LLC
Maryland
$282K +$21.7K +534 +8%
GWSG
234
GPS Wealth Strategies Group
Colorado
$271K -$151K -3,716 -36%
CFAM
235
Center For Asset Management
Florida
$265K -$43.3K -1,067 -14%
PA
236
PFG Advisors
Arizona
$264K -$2.03K -50 -0.8%
SIC
237
Samalin Investment Counsel
New York
$260K -$322K -7,930 -55%
NA
238
NewEdge Advisors
Louisiana
$256K +$254K +6,263 +11,817%
MA
239
Mutual Advisors
Nebraska
$255K +$37.5K +925 +17%
PWMG
240
Prestige Wealth Management Group
New Jersey
$249K – – –
QWM
241
QP Wealth Management
New Jersey
$248K +$14.6K +360 +6%
VWM
242
Valley Wealth Managers
New Jersey
$240K – – –
FGAM
243
Financial Gravity Asset Management
Texas
$234K – – –
LFA
244
Laraway Financial Advisors
Minnesota
$229K -$16.2K -400 -7%
MG
245
Mather Group
Illinois
$228K +$228K +5,622 New
DSAM
246
Dock Street Asset Management
Florida
$226K -$11.9M -294,543 -98%
EP
247
Essential Planning
New Hampshire
$225K -$38.3K -945 -15%
KP
248
Keel Point
Alabama
$224K +$7.66K +189 +4%
William Blair & Company
249
William Blair & Company
Illinois
$223K – – –
LJAC
250
L.J. Altfest & Co
New York
$220K +$12.8K +316 +6%
8 9
10
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