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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$89.9M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
251
Deltec Asset Management
New York
$219K – – –
DC
252
Davenport & Co
Virginia
$215K -$38.3K -944 -15%
AA
253
Aufman Associates
Pennsylvania
$213K +$2.31K +57 +1%
SWP
254
Stratos Wealth Partners
Ohio
$212K +$212K +5,222 New
PFS
255
Prospera Financial Services
Texas
$207K -$43K -1,059 -17%
TPW
256
Transatlantique Private Wealth
New York
$203K +$203K +5,001 New
CRC
257
Curi RMB Capital
Illinois
$203K +$203K +4,996 New
MA
258
MCF Advisors
Kentucky
$198K +$1.05K +26 +0.5%
GEA
259
Glen Eagle Advisors
New Jersey
$176K – – –
RIA
260
Realta Investment Advisors
Delaware
$152K +$152K +3,743 New
AFG
261
Albion Financial Group
Utah
$124K -$31.2K -770 -20%
PP
262
Pacifica Partners
Canada
$116K -$3.42K -85 -3%
OIA
263
Optimum Investment Advisors
Illinois
$109K – – –
FPB
264
First PREMIER Bank
South Dakota
$107K – – –
IA
265
IFP Advisors
Florida
$107K -$649 -16 -0.6%
RCM
266
Raleigh Capital Management
North Carolina
$105K +$105K +2,592 New
BWP
267
Baldwin Wealth Partners
Massachusetts
$103K -$4.14K -102 -4%
BCM
268
Bourgeon Capital Management
Connecticut
$96.3K +$96.3K +2,375 New
SPIA
269
Steward Partners Investment Advisory
New York
$90.3K -$50.8K -1,252 -36%
OAJ
270
Ogorek Anthony Joseph
New York
$85K – – –
CIAS
271
Capital Investment Advisory Services
North Carolina
$81.1K +$81.1K +2,000 New
TWC
272
TD Waterhouse Canada
Ontario, Canada
$64.5K – – –
AIC
273
Archer Investment Corporation
Indiana
$64.4K – – –
PB
274
Pinnacle Bancorp
Nebraska
$63.3K -$36.3K -894 -36%
CIA
275
Cape Investment Advisory
Georgia
$63.1K +$11.1K +275 +21%
9 10
11
12 13