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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-9
Holders Change %
-3.01%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
25
Increased
132
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
$57.5M
2
Morgan Stanley
Morgan Stanley
New York
$206M
3
CAI
Capital Advisors Inc
Oklahoma
$43.2M
4
Wells Fargo
Wells Fargo
California
$83.3M
5
KF
Krilogy Financial
Missouri
$9.84M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$33.3M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
PAG
Private Advisor Group
New Jersey
$7.09M
4
SHIM
Stone House Investment Management
Pennsylvania
$0
5
TW
Towerpoint Wealth
California
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
276
Sonora Investment Management
Arizona
$11K +$11K +225 New
ESB
277
Essex Savings Bank
Connecticut
$10K -$10K -200 -50%
ETI
278
Enterprise Trust & Investment
California
$10K +$10K +210 New
DWM
279
Destination Wealth Management
California
$9K +$9K +177 New
TA
280
TCG Advisors
Texas
$8K +$47 +1 +0.6%
ONST
281
Old North State Trust
North Carolina
$7K – – –
GWMIA
282
Global Wealth Management Investment Advisory
Florida
$5K -$6.32K -129 -56%
KFS
283
Kelly Financial Services
Massachusetts
$4.91K – – –
FWM
284
Focused Wealth Management
New York
$3K -$16.1K -328 -84%
PWMG
285
Prestige Wealth Management Group
New Jersey
$3K +$609 +14 +25%
BRWM
286
B. Riley Wealth Management
Tennessee
$1.29K -$34 -685 -3%
BCMIO
287
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +11 New
AF
288
Advisornet Financial
Minnesota
$1K +$1K +25 New
RWA
289
Redhawk Wealth Advisors
Minnesota
$1K +$1K +29 New
WIM
290
Westside Investment Management
California
$156 +$156 +3,190 New
SHIM
291
Stone House Investment Management
Pennsylvania
– -$8.67M -179,268 Closed
FTUS
292
Flow Traders U.S.
New York
– -$6.21M -128,410 Closed
FTIOP
293
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$10.8M -109,117 Closed
OMC
294
Old Mission Capital
Illinois
– -$2.32M -48,062 Closed
CF
295
Corrigan Financial
Rhode Island
– -$1.94M -40,028 Closed
CI
296
Cavalier Investments
Georgia
– -$1.59M -32,947 Closed
SS
297
Simplicity Solutions
Minnesota
– -$564K -11,671 Closed
WS
298
Wedbush Securities
California
– -$466K -9,648 Closed
KCPG
299
Kavar Capital Partners Group
Kansas
– -$387K -8,000 Closed
PFA
300
Pettinga Financial Advisors
Indiana
– -$311K -6,440 Closed
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