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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

364 hedge funds and large institutions have $2.16B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
+$1.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$19.8M
2
BCI
Brinker Capital Investments
Pennsylvania
$57M
3
Cerity Partners
Cerity Partners
New York
$8.43M
4
Osaic Holdings
Osaic Holdings
Arizona
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M

Top Sellers

1
FWM
Focused Wealth Management
New York
$1.7M
2
BFG
Bouchey Financial Group
New York
$8.09M
3
VNA
Valley National Advisers
Pennsylvania
$17.8M
4
MFP
Meridian Financial Partners
Virginia
$206K
5
Wells Fargo
Wells Fargo
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
351
Ellis Investment Partners
Pennsylvania
$8K – – –
LPWM
352
Lake Point Wealth Management
Texas
$8K – – –
MBFW
353
Morton Brown Family Wealth
Pennsylvania
$8K +$8K +166 New
BlackRock
354
BlackRock
New York
$6K +$6K +128 New
AWA
355
Amplius Wealth Advisors
Pennsylvania
$5K +$5K +121 New
KFS
356
Kelly Financial Services
Massachusetts
$4.73K – – –
SBL
357
Sargent Bickham Lagudis
Colorado
$2K – – –
DAC
358
Dividend Assets Capital
South Carolina
$2K – – –
1IA
359
1834 Investment Advisors
Wisconsin
$2K – – –
AW
360
Alaethes Wealth
Nevada
$1K – – –
PA
361
Parallel Advisors
California
$1K +$1K +16 New
FGAM
362
Financial Gravity Asset Management
Texas
$994 +$905 +214 +1,019%
CP
363
Castleview Partners
Texas
$748 +$748 +35,450 New
FFG
364
Ford Financial Group
California
$192 -$152 -3,224 -44%
WIM
365
Westside Investment Management
California
$42 – – –
Barclays
366
Barclays
United Kingdom
– -$7.36M -152,401 Closed
OBWG
367
Onyx Bridge Wealth Group
New York
– -$3.43M -71,625 Closed
JWCA
368
J.W. Cole Advisors
Florida
– -$2.04M -42,626 Closed
PCA
369
Pallas Capital Advisors
Massachusetts
– -$1.88M -39,326 Closed
AFS
370
Aft Forsyth & Sober
Florida
– -$1.88M -38,900 Closed
PPW
371
Pasadena Private Wealth
California
– -$1.86M -38,411 Closed
MA
372
Mutual Advisors
Nebraska
– -$1.83M -37,832 Closed
GRP
373
Global Retirement Partners
California
– -$1.62M -33,564 Closed
Principal Financial Group
374
Principal Financial Group
Iowa
– -$1.38M -28,510 Closed
CAG
375
Csenge Advisory Group
Florida
– -$1.1M -22,688 Closed
13 14
15
16 17