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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$18.8M
2
LPL Financial
LPL Financial
California
+$14.7M
3
OCM
One Capital Management
California
+$10.6M
4
LGWM
Litman Gregory Wealth Management
California
+$10.5M
5
EC
Estate Counselors
Wisconsin
+$6.19M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$55.3M
2
Jane Street
Jane Street
New York
-$52M
3
LFAS
Level Four Advisory Services
Texas
-$21.1M
4
BCI
Brinker Capital Investments
Pennsylvania
-$19.2M
5
Morgan Stanley
Morgan Stanley
New York
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Trilogy Capital
California
$322K -$61.7K -1,275 -16%
JMFC
252
J.M. Forbes & Co
Massachusetts
$319K +$725 +15 +0.2%
KCA
253
Karn Couzens & Associates
Connecticut
$317K – – –
MOS
254
MGO One Seven
Ohio
$300K +$27.5K +573 +10%
ECM
255
Evergreen Capital Management
Washington
$296K -$40.5K -839 -12%
BMCM
256
Bryn Mawr Capital Management
Pennsylvania
$294K +$9.96K +206 +4%
MWM
257
Mission Wealth Management
California
$290K – – –
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$279K -$39.7K -820 -12%
RRWA
259
Rainey & Randall Wealth Advisors
Florida
$271K – – –
FWM
260
Frontier Wealth Management
Missouri
$267K – – –
CC
261
Courier Capital
New York
$266K -$38.7K -800 -13%
DAM
262
Deltec Asset Management
New York
$261K – – –
IFWM
263
Institute for Wealth Management
Colorado
$256K +$48 +1 +0%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$256K +$40.4K +834 +19%
KA
265
Kovack Advisors
Florida
$255K -$37.5K -776 -13%
KLI
266
Kelman-Lazarov Inc
Tennessee
$255K – – –
KCPG
267
Kavar Capital Partners Group
Kansas
$254K +$254K +5,250 New
IWM
268
IHT Wealth Management
Illinois
$250K -$243K -5,032 -49%
VCM
269
Virtue Capital Management
Tennessee
$250K +$46.1K +953 +23%
SFC
270
SYM Financial Corp
Indiana
$249K – – –
DFG
271
Demars Financial Group
Washington
$247K -$564K -11,683 -70%
CAL
272
Capital Analysts LLC
Pennsylvania
$247K +$61.6K +1,274 +33%
AWA
273
Arete Wealth Advisors
Illinois
$247K +$247K +5,117 New
OIA
274
OneDigital Investment Advisors
Kansas
$238K -$24.2K -500 -9%
APC
275
Aspire Private Capital
North Carolina
$237K -$181K -3,744 -43%
9 10
11
12 13