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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

204 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
5.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
25
Increased
109
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$37.6M
2
PWAG
2
Polaris Wealth Advisory Group
California
$34.9M
3
DIP
3
DT Investment Partners
Pennsylvania
$53.8M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$18.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
LPL Financial
2
LPL Financial
California
$95.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M
5
UBS Group
5
UBS Group
Switzerland
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$17.2M -$207K -4,210 -1%
CIAS
27
Capital Investment Advisory Services
North Carolina
$16.8M +$1.22M +24,881 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$16.5M -$1.11M -22,650 -6%
VC
29
Vicus Capital
Pennsylvania
$15.1M +$14.1M +287,442 +1,530%
GFPC
30
Global Financial Private Capital
Florida
$14.4M +$1.19M +24,268 +9%
ACI
31
Alpha Cubed Investments
California
$14.3M -$1.21M -24,558 -8%
TA
32
TMD & Associates
Arizona
$14.1M +$1.08M +22,004 +8%
SGAM
33
Steinberg Global Asset Management
Florida
$12.4M +$263K +5,338 +2%
RWP
34
RWA Wealth Partners
Massachusetts
$11.3M +$270K +5,496 +2%
BFA
35
Beaumont Financial Advisors
Massachusetts
$10.6M +$1.9M +38,589 +22%
OAM
36
Occidental Asset Management
California
$10.4M +$460K +9,352 +5%
CCP
37
Cardan Capital Partners
Colorado
$10.1M +$1.21M +24,578 +14%
GAM
38
Gemmer Asset Management
California
$9.64M +$95.6K +1,942 +1%
PCFFS
39
Pacific Center for Financial Services
California
$9.51M +$648K +13,161 +7%
CCM
40
Canal Capital Management
Virginia
$9.13M +$408K +8,297 +5%
SRSA
41
S.R. Schill & Associates
Washington
$8.22M -$919K -18,683 -10%
PWS
42
Paragon Wealth Strategies
Florida
$8.19M +$1.08M +21,950 +15%
PAG
43
Private Advisor Group
New Jersey
$7.56M +$1.6M +32,562 +27%
AWMG
44
Alliance Wealth Management Group
New Jersey
$7.52M +$7.09K +144 +0.1%
AFG
45
Albion Financial Group
Utah
$7.39M +$2.57M +52,172 +53%
SCA
46
Stuart Chaussee & Associates
California
$7.34M +$7.34M +149,225 New
TTWM
47
TCV Trust & Wealth Management
Virginia
$6.93M +$532K +10,808 +8%
CB
48
Community Bank
New York
$6.73M +$8.61K +175 +0.1%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$6.63M +$599K +12,183 +10%
PAG
50
Private Advisory Group
Washington
$5.57M +$1.98M +40,227 +55%
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