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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 %
OWM
376
OneAscent Wealth Management
Alabama
– -$1.04M -21,499 Closed
HL
377
HeadInvest LLC
Maine
– -$1M -20,786 Closed
HIS
378
Harvest Investment Services
Illinois
– -$759K -15,726 Closed
PFA
379
Pettinga Financial Advisors
Indiana
– -$393K -8,133 Closed
AA
380
Advisory Alpha
Michigan
– -$376K -7,791 Closed
CI
381
CX Institutional
Indiana
– -$347K -7,180 Closed
FA
382
Financial Advantage
Maryland
– -$346K -7,165 Closed
MWM
383
Mission Wealth Management
California
– -$290K -6,000 Closed
LNWWM
384
Laird Norton Wetherby Wealth Management
California
– -$279K -5,769 Closed
RRWA
385
Rainey & Randall Wealth Advisors
Florida
– -$271K -5,610 Closed
KLI
386
Kelman-Lazarov Inc
Tennessee
– -$255K -5,276 Closed
DFG
387
Demars Financial Group
Washington
– -$247K -5,120 Closed
MSAM
388
Moloney Securities Asset Management
Missouri
– -$236K -4,880 Closed
IC
389
Intersect Capital
California
– -$223K -4,617 Closed
DADC
390
D.A. Davidson & Co
Montana
– -$220K -4,543 Closed
FHC
391
First Heartland Consultants
Missouri
– -$219K -4,540 Closed
VFG
392
V2 Financial group
Illinois
– -$217K -4,487 Closed
PCM
393
Pointe Capital Management
Michigan
– -$202K -4,183 Closed
WT
394
Washington Trust
Rhode Island
– -$61K -1,270 Closed
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$59.4K -1,230 Closed
MA
396
MCF Advisors
Kentucky
– -$54K -1,114 Closed
CDIA
397
Capital Directions Investment Advisors
Georgia
– -$43K -887 Closed
FCM
398
Firestone Capital Management
Florida
– -$35K -721 Closed
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$24K -500 Closed
CAGAS
400
Capital Advisory Group Advisory Services
Minnesota
– -$24K -500 Closed
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16
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