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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$9.71M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
251
Tortoise Investment Management
New York
$261K 6,488 -1,528 -19%
PWM
252
Perigon Wealth Management
California
$259K 6,430 +6,430 New
HA
253
Hofer & Associates
California
$258K 6,421 -1,396 -18%
William Blair & Company
254
William Blair & Company
Illinois
$252K 6,272 +768 +14%
AA
255
Aufman Associates
Pennsylvania
$249K 6,190 +617 +11%
PWMG
256
Prestige Wealth Management Group
New Jersey
$247K 6,140 -5 -0.1%
CFAM
257
Center For Asset Management
Florida
$244K 6,064 +121 +2%
AWM
258
AE Wealth Management
Kansas
$239K 6,010 +6,010 New
LJAC
259
L.J. Altfest & Co
New York
$231K 5,751 +35 +0.6%
GWSG
260
GPS Wealth Strategies Group
Colorado
$231K 5,737 -160 -3%
SPIA
261
Steward Partners Investment Advisory
New York
$228K 5,670 +1,961 +53%
DSAM
262
Dock Street Asset Management
Florida
$225K 5,585 – –
DAM
263
Deltec Asset Management
New York
$217K 5,400 – –
TFS
264
Thoroughbred Financial Services
Tennessee
$208K 5,185 -1,671 -24%
AWA
265
Arete Wealth Advisors
Illinois
$206K 5,109 +5,109 New
MAG
266
M3 Advisory Group
Massachusetts
$205K 5,103 +5,103 New
CGF
267
Constant Guidance Financial
Massachusetts
$203K 5,050 +5,050 New
MA
268
MCF Advisors
Kentucky
$203K 5,039 +90 +2%
TPW
269
Transatlantique Private Wealth
New York
$201K 5,001 +5,001 New
WIM
270
Westside Investment Management
California
$193K 4,800 -3,800 -44%
LFA
271
Laraway Financial Advisors
Minnesota
$186K 4,614 -687 -13%
NA
272
NewEdge Advisors
Louisiana
$173K 4,289 -2,459 -36%
S
273
Sachetta
Massachusetts
$148K 3,670 +3,670 New
PP
274
Pacifica Partners
Canada
$106K 2,703 +12 +0.4%
FPB
275
First PREMIER Bank
South Dakota
$106K 2,633 – –
9 10
11
12 13