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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
-$729K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$317M
2
SEIA
Signature Estate & Investment Advisors
California
$264M
3
OPS
Orion Portfolio Solutions
Nebraska
$46.1M
4
Morgan Stanley
Morgan Stanley
New York
$159M
5
AT
Arden Trust
Delaware
$26.7M

Top Sellers

1
TNA
True North Advisors
Texas
$2.89M
2
PWMG
Prestige Wealth Management Group
New Jersey
$252K
3
NEPPG
New England Professional Planning Group
Rhode Island
$2.54M
4
Bank of America
Bank of America
North Carolina
$98.5M
5
LGWM
Litman Gregory Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
326
Susquehanna International Group
Pennsylvania
– -$972K -24,274 Closed
DADC
327
D.A. Davidson & Co
Montana
– -$729K -18,206 Closed
OWA
328
Outlook Wealth Advisors
Texas
– -$683K -17,062 Closed
P
329
Palladiem
Pennsylvania
– -$607K -15,155 Closed
NL
330
Navalign LLC
California
– -$553K -13,805 Closed
SWA
331
Stratos Wealth Advisors
Ohio
– -$372K -9,278 Closed
SQA
332
Simon Quick Advisors
New Jersey
– -$343K -8,573 Closed
USCWA
333
U.S. Capital Wealth Advisors
Texas
– -$342K -8,545 Closed
RCM
334
Raleigh Capital Management
North Carolina
– -$335K -8,374 Closed
FS
335
Ferguson Shapiro
Georgia
– -$322K -8,054 Closed
SWP
336
Stratos Wealth Partners
Ohio
– -$263K -6,566 Closed
AAS
337
Avantax Advisory Services
Texas
– -$258K -6,451 Closed
KWM
338
Kingsview Wealth Management
Oregon
– -$258K -6,442 Closed
VPP
339
Vertex Planning Partners
Illinois
– -$245K -6,129 Closed
ODG
340
O'Dell Group
Ohio
– -$240K -5,994 Closed
GCM
341
Gallacher Capital Management
Colorado
– -$234K -5,852 Closed
IDA
342
Intelligence Driven Advisers
California
– -$230K -5,644 Closed
ECM
343
Evergreen Capital Management
Washington
– -$207K -5,170 Closed
CAG
344
Csenge Advisory Group
Florida
– -$200K -5,007 Closed
Bessemer Group
345
Bessemer Group
New Jersey
– -$180K -4,500 Closed
RIA
346
Realta Investment Advisors
Delaware
– -$150K -3,738 Closed
CIAS
347
Capital Investment Advisory Services
North Carolina
– -$95.3K -2,379 Closed
BHWM
348
Bay Harbor Wealth Management
Maryland
– -$91K -2,279 Closed
AWA
349
Artemis Wealth Advisors
New York
– -$80.8K -2,018 Closed
PAI
350
Pittenger & Anderson Inc
Nebraska
– -$56.1K -1,400 Closed
11 12 13
14
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