TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

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 %
FWM
276
Focused Wealth Management
New York
$54.3K -$162 -4 -0.3%
MA
277
Montag & Associates
Georgia
$45.3K – – –
SWM
278
Spire Wealth Management
Virginia
$39.5K -$15.6K -384 -28%
VAG
279
VisionPoint Advisory Group
Texas
$38.8K +$38.8K +956 New
AP
280
Atwood & Palmer
Missouri
$37.4K – – –
PA
281
Parallel Advisors
California
$37.2K -$649 -16 -2%
ANBT
282
American National Bank & Trust
Texas
$34.3K – – –
PCM
283
Perritt Capital Management
Illinois
$33.6K +$32.4K +800 +2,857%
IRC
284
Investors Research Corp
Georgia
$33.3K – – –
WTA
285
Washington Trust Advisors
Massachusetts
$32.2K -$8.11K -200 -20%
CP
286
Castleview Partners
Texas
$28.9K -$214K -5,267 -88%
FA
287
Financial Avengers
California
$28.4K – – –
TWM
288
Tradition Wealth Management
Minnesota
$27K +$27K +669 New
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$20.3K – – –
CSC
290
Caldwell Sutter Capital
California
$16.7K +$16.7K +412 New
BAM
291
Bellevue Asset Management
Washington
$16.2K +$406 +10 +3%
YAL
292
Your Advocates Ltd
Texas
$14.9K +$162 +4 +1%
CFGS
293
Concourse Financial Group Securities
Alabama
$13.5K +$13.5K +332 New
BWM
294
Baystate Wealth Management
Massachusetts
$9.1K +$122 +3 +1%
TFGT
295
TS Financial Group (TSFG)
Illinois
$9K – – –
SWA
296
SOA Wealth Advisors
New York
$8.15K – – –
WAM
297
Worth Asset Management
Texas
$8.11K -$261K -6,438 -97%
APC
298
Aspire Private Capital
North Carolina
$7.75K – – –
FHA
299
First Horizon Advisors
Tennessee
$7.74K -$5.91K -145 -43%
LG
300
LAM Group
Oregon
$7.5K +$406 +10 +6%
10 11
12
13 14