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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 %
ANBT
301
American National Bank & Trust
Texas
$34K – – –
IRC
302
Investors Research Corp
Georgia
$32.9K – – –
FA
303
Financial Avengers
California
$28K – – –
TFGT
304
TS Financial Group (TSFG)
Illinois
$25K -$24.6K -620 -50%
AF
305
Allworth Financial
California
$17.1K -$591K -14,779 -97%
WWM
306
Wagner Wealth Management
South Carolina
$16.1K – – –
BAM
307
Bellevue Asset Management
Washington
$15K +$280 +7 +2%
ASN
308
Advisory Services Network
Georgia
$13.9K +$13.9K +346 New
FHA
309
First Horizon Advisors
Tennessee
$13.3K +$13.3K +331 New
TFA
310
Toth Financial Advisory
Virginia
$10.4K – – –
BWM
311
Baystate Wealth Management
Massachusetts
$9K +$164 +4 +2%
SWA
312
SOA Wealth Advisors
New York
$8.05K – – –
APC
313
Aspire Private Capital
North Carolina
$7.65K -$3.6K -90 -32%
NC
314
NewSquare Capital
Pennsylvania
$7.09K -$400 -10 -5%
BAM
315
Belpointe Asset Management
Nevada
$7.01K +$7.01K +175 New
MBFW
316
Morton Brown Family Wealth
Pennsylvania
$6.65K – – –
LG
317
LAM Group
Oregon
$6.61K +$6.61K +165 New
TFP
318
Tilia Fiduciary Partners
North Carolina
$5.41K – – –
TCM
319
TD Capital Management
Tennessee
$4.45K +$80 +2 +2%
KFS
320
Kelly Financial Services
Massachusetts
$4K – – –
GJIA
321
Glass Jacobson Investment Advisors
Maryland
$3.6K +$3.6K +90 New
TRCT
322
Tower Research Capital (TRC)
New York
$2K +$2K +51 New
FA
323
Fiduciary Alliance
South Carolina
$1.8K +$1.8K +45 New
AA
324
Addison Advisors
Vermont
$1.76K +$1.76K +44 New
AWM
325
Accurate Wealth Management
Florida
$1.42K +$1.42K +35 New
11 12
13
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