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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$9.71M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
226
NorthRock Partners
Minnesota
$326K +$84.1K +2,090 +35%
SFC
227
SYM Financial Corp
Indiana
$326K -$45.1K -1,120 -12%
TW
228
Towerpoint Wealth
California
$325K -$25.3K -628 -7%
PWCM
229
Processus Wealth & Capital Management
Tennessee
$323K +$323K +8,019 New
LA
230
Lifeworks Advisors
Michigan
$322K +$322K +7,997 New
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$321K – – –
CFG
232
Citizens Financial Group
Rhode Island
$317K -$116K -2,892 -27%
Citigroup
233
Citigroup
New York
$314K -$246K -6,124 -44%
CTWM
234
Cherry Tree Wealth Management
Minnesota
$306K – – –
PWH
235
Priebe Wealth Holdings
Minnesota
$306K +$306K +7,600 New
SOS
236
Silver Oak Securities
Tennessee
$299K +$285K +7,074 +1,987%
FM
237
Family Management
New York
$299K – – –
DC
238
Davenport & Co
Virginia
$298K – – –
FCCM
239
First City Capital Management
Georgia
$298K -$82.7K -2,055 -22%
MCC
240
Money Concepts Capital
Florida
$292K +$292K +7,259 New
CAL
241
Capital Advisors Ltd
Ohio
$292K -$49.4K -1,227 -14%
AFO
242
Arrowroot Family Office
California
$292K -$159K -3,938 -35%
Financial Engines Advisors
243
Financial Engines Advisors
California
$292K +$16.9K +419 +6%
LA
244
LexAurum Advisors
Kansas
$292K – – –
RA
245
Rockingstone Advisors
Massachusetts
$284K -$134K -3,325 -32%
MG
246
Mather Group
Illinois
$281K -$305K -7,582 -52%
AL
247
ADE LLC
Maryland
$280K – – –
WW
248
Waterfront Wealth
Kansas
$279K -$64.3K -1,598 -19%
T
249
Tidemark
California
$264K +$264K +6,570 New
COCM
250
Charter Oak Capital Management
New Hampshire
$263K -$62.2K -1,545 -19%
8 9
10
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