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SPDR DoubleLine Total Return Tactical ETF
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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 %
NC
301
NewSquare Capital
Pennsylvania
$7.18K – – –
US Bancorp
302
US Bancorp
Minnesota
$6.93K +$2.88K +71 +71%
MBFW
303
Morton Brown Family Wealth
Pennsylvania
$6.73K – – –
SCA
304
Stonebridge Capital Advisors
Minnesota
$5.68K +$5.68K +140 New
TCM
305
TD Capital Management
Tennessee
$4.6K +$41 +1 +0.9%
PAG
306
Paladin Advisory Group
Iowa
$4.46K -$241K -5,942 -98%
KFS
307
Kelly Financial Services
Massachusetts
$4.06K – – –
TAM
308
Tucker Asset Management
Colorado
$3.93K – – –
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$3.65K +$3.65K +90 New
CAS
310
Coppell Advisory Solutions
Texas
$1.01K +$1.01K +25 New
WP
311
WealthPLAN Partners
Nebraska
$892 – – –
FA
312
Fiduciary Alliance
South Carolina
$243 +$243 +6 New
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$162 +$162 +4 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$81 -$122 -3 -60%
WWA
315
WCG Wealth Advisors
Nevada
– -$3.45M -84,067 Closed
VF
316
Virtu Financial
New York
– -$1.56M -38,065 Closed
SAG
317
Spotlight Asset Group
Illinois
– -$1.48M -37,795 Closed
TPA
318
Trivium Point Advisory
Connecticut
– -$1.22M -29,734 Closed
GFP
319
Guardian Financial Partners
California
– -$1.21M -29,507 Closed
MLA
320
My Legacy Advisors
Oregon
– -$1.1M -26,730 Closed
IA
321
IFG Advisory
Georgia
– -$789K -19,221 Closed
MCC
322
Money Concepts Capital
Florida
– -$107K -16,368 Closed
CPCM
323
Cardinal Point Capital Management
Ontario, Canada
– -$582K -14,175 Closed
SB
324
Strategic Blueprint
Georgia
– -$573K -13,976 Closed
NCM
325
Next Capital Management
New York
– -$417K -10,155 Closed
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13
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