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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

151 hedge funds and large institutions have $1.66B invested in SPDR DoubleLine Total Return Tactical ETF in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
4.04%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.53%
New
25
Increased
80
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$201M
2
JCM
2
Janney Capital Management
Pennsylvania
$46.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$237M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$22.7M
5
Bank of America
5
Bank of America
North Carolina
$193M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
LPL Financial
2
LPL Financial
California
$57.4M
3
MMA
3
Miracle Mile Advisors
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.2M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Affinity Wealth Management
Delaware
$11.2M +$373K +7,477 +3%
NC
27
NewSquare Capital
Pennsylvania
$10.9M +$6.85M +137,129 +169%
TA
28
TMD & Associates
Arizona
$10.7M +$397K +7,958 +4%
VC
29
Vicus Capital
Pennsylvania
$10.5M +$1.09M +21,894 +12%
SGAM
30
Steinberg Global Asset Management
Florida
$10.3M +$612K +12,258 +6%
BWM
31
Braver Wealth Management
Massachusetts
$9.63M +$1.56M +31,272 +19%
QCM
32
Quadrant Capital Management
New Jersey
$9.21M +$1.23M +24,610 +15%
ACM
33
Aviance Capital Management
Florida
$9.12M +$1.32M +26,488 +17%
CWA
34
Cypress Wealth Advisors
California
$8.95M -$1.06M -21,141 -11%
BFA
35
Beaumont Financial Advisors
Massachusetts
$7.74M -$2.28M -45,751 -23%
CCM
36
Canal Capital Management
Virginia
$7.66M +$178K +3,573 +2%
CCP
37
Cardan Capital Partners
Colorado
$7.26M +$367K +7,348 +5%
AWM
38
Arbor Wealth Management
Florida
$6.98M +$848K +16,965 +14%
CB
39
Community Bank
New York
$6.89M +$113K +2,260 +2%
SRSA
40
S.R. Schill & Associates
Washington
$6.71M +$6.71M +134,341 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.47M +$2.32M +46,511 +56%
ACI
42
Alpha Cubed Investments
California
$6.16M -$170K -3,398 -3%
TTWM
43
TCV Trust & Wealth Management
Virginia
$6.02M -$12.5K -250 -0.2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$5.93M +$163K +3,263 +3%
AG
45
Advisor Group
Arizona
$5.65M +$5.65M +113,278 New
CFP
46
Cornerstone Financial Partners
North Carolina
$4.95M +$1.17M +23,421 +31%
HighTower Advisors
47
HighTower Advisors
Illinois
$4.6M +$1.93M +38,756 +73%
CSIC
48
Clifford Swan Investment Counsel
California
$4.29M – – –
MIAN
49
Mariner Independent Advisor Network
Kansas
$4.2M +$99.1K +1,985 +2%
OAM
50
Occidental Asset Management
California
$4.06M +$410K +8,219 +11%
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