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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 %
ODG
251
O'Dell Group
Ohio
$240K +$240K +5,994 New
CP
252
Castleview Partners
Texas
$235K +$2.84K +71 +1%
GCM
253
Gallacher Capital Management
Colorado
$234K +$234K +5,852 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$234K -$95K -2,374 -29%
TPA
255
Trivium Point Advisory
Connecticut
$233K +$233K +5,709 New
IDA
256
Intelligence Driven Advisers
California
$230K -$885K -21,718 -79%
PFS
257
Prospera Financial Services
Texas
$228K -$27.6K -690 -11%
MFGM
258
Marshall Financial Group (Maryland)
Maryland
$222K +$222K +5,556 New
Citigroup
259
Citigroup
New York
$218K +$177K +4,415 +427%
DAM
260
Deltec Asset Management
New York
$216K – – –
KP
261
Keel Point
Alabama
$213K -$26.4K -659 -11%
QWM
262
QP Wealth Management
New Jersey
$208K +$2.36K +59 +1%
FGAM
263
Financial Gravity Asset Management
Texas
$208K – – –
ECM
264
Evergreen Capital Management
Washington
$207K -$801 -20 -0.4%
AA
265
Aufman Associates
Pennsylvania
$207K +$3.56K +89 +2%
AL
266
ADE LLC
Maryland
$202K – – –
CAG
267
Csenge Advisory Group
Florida
$200K -$60.3K -1,506 -23%
MA
268
MCF Advisors
Kentucky
$190K +$3.48K +87 +2%
PTC
269
Private Trust Company
Ohio
$186K -$96.3K -2,402 -34%
FA
270
Fortis Advisors
Pennsylvania
$184K +$3.01K +615 +2%
EWM
271
EPG Wealth Management
Georgia
$182K +$3.36K +84 +2%
Bessemer Group
272
Bessemer Group
New Jersey
$180K +$180K +4,492 +56,150%
GEA
273
Glen Eagle Advisors
New Jersey
$174K +$50.5K +1,260 +41%
AFG
274
Albion Financial Group
Utah
$167K -$42.6K -1,064 -20%
NA
275
NewEdge Advisors
Louisiana
$162K +$162K +4,046 New
9 10
11
12 13