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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
-$729K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$317M
2
SEIA
Signature Estate & Investment Advisors
California
$264M
3
OPS
Orion Portfolio Solutions
Nebraska
$46.1M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AT
Arden Trust
Delaware
$26.7M

Top Sellers

1
TNA
True North Advisors
Texas
$2.89M
2
PWMG
Prestige Wealth Management Group
New Jersey
$252K
3
NEPPG
New England Professional Planning Group
Rhode Island
$2.54M
4
Bank of America
Bank of America
North Carolina
$98.5M
5
LGWM
Litman Gregory Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
251
Keel Point
Alabama
$219K – – –
AA
252
Aufman Associates
Pennsylvania
$214K +$1.56K +38 +0.7%
LJAC
253
L.J. Altfest & Co
New York
$210K -$39.4K -961 -16%
AWM
254
Apollon Wealth Management
South Carolina
$207K +$207K +5,039 New
MA
255
MCF Advisors
Kentucky
$200K +$4.76K +116 +2%
EWM
256
EPG Wealth Management
Georgia
$188K +$1.4K +34 +0.7%
GEA
257
Glen Eagle Advisors
New Jersey
$178K – – –
AFG
258
Albion Financial Group
Utah
$157K -$13.5K -328 -8%
SPIA
259
Steward Partners Investment Advisory
New York
$143K +$25.8K +628 +22%
PCM
260
Pointe Capital Management
Michigan
$138K +$138K +3,372 New
IA
261
IFP Advisors
Florida
$126K -$152K -3,196 -55%
PP
262
Pacifica Partners
Canada
$122K +$370 +9 +0.3%
OIA
263
Optimum Investment Advisors
Illinois
$111K +$111K +2,700 New
GI
264
Gradient Investments
Minnesota
$110K +$110K +2,675 New
BWP
265
Baldwin Wealth Partners
Massachusetts
$108K – – –
FPB
266
First PREMIER Bank
South Dakota
$108K +$108K +2,633 New
MCC
267
Money Concepts Capital
Florida
$107K +$97.9K +15,019 +1,113%
PB
268
Pinnacle Bancorp
Nebraska
$101K -$246 -6 -0.2%
AAS
269
Ameritas Advisory Services
Nebraska
$97.6K +$97.6K +2,384 New
OAJ
270
Ogorek Anthony Joseph
New York
$86K -$40.5K -991 -32%
TWC
271
TD Waterhouse Canada
Ontario, Canada
$65.6K – – –
AIC
272
Archer Investment Corporation
Indiana
$65.1K – – –
SWM
273
Spire Wealth Management
Virginia
$55.8K +$55.8K +1,359 New
FWM
274
Focused Wealth Management
New York
$55.1K -$1.81K -44 -3%
CIA
275
Cape Investment Advisory
Georgia
$52.6K +$52.6K +1,282 New
9 10
11
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