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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 %
PCM
326
Perritt Capital Management
Illinois
$1.12K +$1.12K +28 New
US Bancorp
327
US Bancorp
Minnesota
$1K +$1K +25 New
PA
328
Parallel Advisors
California
$641 – – –
BlackRock
329
BlackRock
New York
$240 – – –
Fidelity Investments
330
Fidelity Investments
Massachusetts
$200 +$120 +3 +150%
ACA
331
Aptus Capital Advisors
Alabama
$40 – – –
LFPWM
332
Leicht Financial Planning & Wealth Management
New Jersey
– -$4.38M -108,896 Closed
CIAS
333
CFS Investment Advisory Services
New Jersey
– -$2K -100,370 Closed
PWM
334
Peterson Wealth Management
Nevada
– -$2.77M -68,841 Closed
CAG
335
Curtis Advisory Group
California
– -$1.24M -30,906 Closed
CM
336
Columbus Macro
Pennsylvania
– -$1.21M -30,195 Closed
ACK
337
Andrew C. Karlinski
– -$996K -24,800 Closed
CA
338
CGN Advisors
Kansas
– -$941K -23,409 Closed
TI
339
Tidal Investments
Wisconsin
– -$861K -21,423 Closed
HFS
340
Heritage Financial Services
Massachusetts
– -$823K -20,485 Closed
Wealth Enhancement Advisory Services
341
Wealth Enhancement Advisory Services
Minnesota
– -$521K -13,011 Closed
AFM
342
Abbot Financial Management
Massachusetts
– -$446K -11,100 Closed
VF
343
Virtu Financial
New York
– -$394K -9,818 Closed
BRWA
344
B. Riley Wealth Advisors
Florida
– -$385K -9,564 Closed
AWM
345
Axxcess Wealth Management
California
– -$336K -8,371 Closed
EFS
346
Essex Financial Services
Connecticut
– -$330K -8,214 Closed
SIM
347
Stratos Investment Management
Ohio
– -$314K -7,812 Closed
BA
348
Bridge Advisory
California
– -$298K -7,424 Closed
MI
349
Moneywise Inc
Virginia
– -$295K -7,331 Closed
AWM
350
Aries Wealth Management
Maine
– -$286K -7,257 Closed
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14
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