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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 %
BWP
276
Baldwin Wealth Partners
Massachusetts
$102K 2,541 – –
OAJ
277
Ogorek Anthony Joseph
New York
$84K 2,103 – –
AFG
278
Albion Financial Group
Utah
$76.7K 1,906 -530 -22%
NFSG
279
Newbridge Financial Services Group
Florida
$72K 1,789 +1,789 New
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$71.2K 1,763 -9,601 -84%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$66.8K 1,660 +1,660 New
CFGS
282
Concourse Financial Group Securities
Alabama
$66.1K 1,643 -199 -11%
TWC
283
TD Waterhouse Canada
Ontario, Canada
$64K 1,600 – –
AIC
284
Archer Investment Corporation
Indiana
$63.9K 1,587 – –
PB
285
Pinnacle Bancorp
Nebraska
$63.8K 1,585 -62 -4%
HGERS
286
Householder Group Estate & Retirement Specialist
Arizona
$63K 1,568 +111 +8%
SWM
287
Spire Wealth Management
Virginia
$59.9K 1,503 +528 +54%
HI
288
Harbour Investments
Wisconsin
$59.5K 1,478 +1,436 +3,419%
CPA
289
Clear Point Advisors
New York
$56.4K 1,402 +1,402 New
ASN
290
Advisory Services Network
Georgia
$53K 1,317 +1,317 New
OIA
291
Optimum Investment Advisors
Illinois
$48.3K 1,200 -1,500 -56%
MA
292
Montag & Associates
Georgia
$45K 1,118 – –
FIM
293
FWL Investment Management
Texas
$42.5K 1,055 -293 -22%
CIA
294
Cape Investment Advisory
Georgia
$41.5K 1,031 +13 +1%
CSC
295
Caldwell Sutter Capital
California
$40.7K 1,010 +598 +145%
VAG
296
VisionPoint Advisory Group
Texas
$38.5K 956 – –
AP
297
Atwood & Palmer
Missouri
$37.1K 922 – –
PCM
298
Perritt Capital Management
Illinois
$35.2K 873 +45 +5%
FWM
299
Focused Wealth Management
New York
$35.1K 873 -268 -23%
IA
300
IFP Advisors
Florida
$33.5K 833 -6,157 -88%
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