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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

353 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.22%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$28.1M
2
LPL Financial
LPL Financial
California
$249M
3
CAI
Capital Advisors Inc
Oklahoma
$68M
4
CG
Colony Group
Massachusetts
$10.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$176M
2
OAM
Occidental Asset Management
California
$0
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.13M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18M
5
GAM
Gemmer Asset Management
California
$161K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
251
Karp Capital Management
California
$341K -$1.76M -36,532 -84%
BCM
252
Brookstone Capital Management
Illinois
$341K +$341K +7,064 New
HCIA
253
Hochman Cole Investment Advisors
Illinois
$340K +$340K +7,053 New
FCCM
254
First City Capital Management
Georgia
$335K -$14K -290 -4%
CAN
255
Cetera Advisor Networks
California
$323K -$124K -2,580 -28%
SPC
256
Sigma Planning Corp
Michigan
$323K -$28.2K -585 -8%
1IA
257
1834 Investment Advisors
Wisconsin
$321K – – –
KCA
258
Karn Couzens & Associates
Connecticut
$316K – – –
CC
259
Courier Capital
New York
$304K – – –
SPL
260
Smart Portfolios LLC
Washington
$296K -$69.9K -1,448 -19%
TAM
261
Tucker Asset Management
Colorado
$293K +$230K +4,762 +362%
OIA
262
OneDigital Investment Advisors
Kansas
$290K -$4.82K -100 -2%
HBCM
263
Heron Bay Capital Management
Michigan
$281K -$321K -6,637 -53%
KWM
264
Kingsview Wealth Management
Oregon
$281K -$135K -2,800 -32%
Citigroup
265
Citigroup
New York
$279K +$43.1K +895 +18%
KWA
266
KCS Wealth Advisory
California
$278K -$214K -4,446 -44%
MOS
267
MGO One Seven
Ohio
$277K -$10.8K -224 -4%
BPA
268
Beacon Pointe Advisors
California
$275K -$31.3K -642 -10%
FHC
269
First Heartland Consultants
Missouri
$273K +$9.15K +190 +3%
RRWA
270
Rainey & Randall Wealth Advisors
Florida
$270K – – –
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$268K -$48.6K -1,009 -15%
FWM
272
Frontier Wealth Management
Missouri
$267K – – –
FFG
273
Ford Financial Group
California
$267K +$1.06K +22 +0.4%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$266K – – –
BCA
275
Bay Colony Advisors
Massachusetts
$264K +$49.7K +1,030 +23%
9 10
11
12 13