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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
$91.9M
2
LPL Financial
LPL Financial
California
$254M
3
OCM
One Capital Management
California
$14.4M
4
LGWM
Litman Gregory Wealth Management
California
$10.9M
5
EC
Estate Counselors
Wisconsin
$10.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.98M
2
Jane Street
Jane Street
New York
$1.25M
3
LFAS
Level Four Advisory Services
Texas
$7.17M
4
BCI
Brinker Capital Investments
Pennsylvania
$49M
5
Morgan Stanley
Morgan Stanley
New York
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Aufman Associates
Pennsylvania
$237K +$237K +4,899 New
MSAM
277
Moloney Securities Asset Management
Missouri
$236K -$93.4K -1,932 -28%
BPA
278
Beacon Pointe Advisors
California
$233K -$34.1K -707 -13%
HCIA
279
Hochman Cole Investment Advisors
Illinois
$233K -$8.95K -185 -4%
FA
280
Fortis Advisors
Pennsylvania
$233K +$59.4K +1,230 +34%
AL
281
ADE LLC
Maryland
$226K +$19.1K +396 +9%
IC
282
Intersect Capital
California
$223K – – –
QWM
283
QP Wealth Management
New Jersey
$221K +$12.4K +258 +6%
DADC
284
D.A. Davidson & Co
Montana
$220K +$220K +4,543 New
FHC
285
First Heartland Consultants
Missouri
$219K -$1.11K -23 -0.5%
VFG
286
V2 Financial group
Illinois
$217K -$540K -11,166 -71%
WA
287
Wealth Alliance
New York
$216K -$2.61M -53,951 -92%
EWM
288
EPG Wealth Management
Georgia
$216K -$27.5K -571 -11%
AWMG
289
Alliance Wealth Management Group
New Jersey
$216K – – –
TCM
290
Towercrest Capital Management
Pennsylvania
$216K – – –
PA
291
PSI Advisors
Florida
$213K +$213K +4,405 New
TSS
292
Two Sigma Securities
New York
$212K +$212K +4,385 New
PCM
293
Pointe Capital Management
Michigan
$202K +$202K +4,183 New
TFGT
294
TS Financial Group (TSFG)
Illinois
$199K +$88.8K +1,835 +81%
IA
295
IFP Advisors
Florida
$166K -$15.9M -322,111 -99%
PP
296
Pacifica Partners
Canada
$158K -$9.2K -191 -6%
MA
297
Montag & Associates
Georgia
$153K – – –
OAJ
298
Ogorek Anthony Joseph
New York
$149K – – –
CCM
299
Covington Capital Management
California
$145K +$145K +2,992 New
PB
300
Pinnacle Bancorp
Nebraska
$136K +$7.72K +160 +6%
10 11
12
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