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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$209M
2
HI
Horizon Investments
North Carolina
$44M
3
Bank of America
Bank of America
North Carolina
$110M
4
TNA
True North Advisors
Texas
$27.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
LPL Financial
California
$83.6M
2
Wells Fargo
Wells Fargo
California
$29.9M
3
EC
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
276
Westside Investment Management
California
$153K +$54.8K +2,900 +56%
RIA
277
Realta Investment Advisors
Delaware
$150K +$1.16K +29 +0.8%
OAJ
278
Ogorek Anthony Joseph
New York
$123K – – –
PP
279
Pacifica Partners
Canada
$119K +$1.16K +29 +1%
SPIA
280
Steward Partners Investment Advisory
New York
$114K – – –
WAM
281
Worth Asset Management
Texas
$110K -$200 -5 -0.2%
BWP
282
Baldwin Wealth Partners
Massachusetts
$106K +$12.2K +305 +13%
CA
283
CoreCap Advisors
Michigan
$104K +$104K +2,600 New
PB
284
Pinnacle Bancorp
Nebraska
$99K +$3.9K +97 +4%
CIAS
285
Capital Investment Advisory Services
North Carolina
$95.3K -$216K -5,390 -69%
BHWM
286
Bay Harbor Wealth Management
Maryland
$91K +$679 +17 +0.8%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$83.3K +$44.3K +1,106 +114%
AWA
288
Artemis Wealth Advisors
New York
$80.8K -$167K -4,162 -67%
TWC
289
TD Waterhouse Canada
Ontario, Canada
$64.3K – – –
AIC
290
Archer Investment Corporation
Indiana
$63.5K – – –
PAI
291
Pittenger & Anderson Inc
Nebraska
$56.1K – – –
FWM
292
Focused Wealth Management
New York
$55.6K -$1.84K -46 -3%
MCC
293
Money Concepts Capital
Florida
$54K +$54K +1,349 New
MA
294
Montag & Associates
Georgia
$44.8K – – –
WTA
295
Washington Trust Advisors
Massachusetts
$39.8K -$11K -275 -22%
TAM
296
Tucker Asset Management
Colorado
$38.3K +$38.3K +953 New
AP
297
Atwood & Palmer
Missouri
$36.9K – – –
AWM
298
Accel Wealth Management
Iowa
$36.8K – – –
FIM
299
FWL Investment Management
Texas
$35K +$35K +875 New
HI
300
Harbour Investments
Wisconsin
$34.4K -$12.3K -307 -26%
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