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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
1
Bouchey Financial Group
New York
$23.5M
2
QA
2
Quantitative Advantage
Minnesota
$16.7M
3
ACI
3
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
4
AssetMark Inc
California
$10M
5
NEPPG
5
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$95.6M
2
IA
2
IFG Advisory
Georgia
$1.19M
3
Jane Street
3
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11M
5
PAG
5
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSAM
26
Dock Street Asset Management
Florida
$13.4M -$280K -6,976 -2%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$12.3M +$2.12M +52,777 +21%
GJIC
28
Gamble Jones Investment Counsel
California
$11.6M -$38.6K -961 -0.3%
FWP
29
FAS Wealth Partners
Kansas
$11.2M -$853K -21,239 -7%
BFC
30
Bedel Financial Consulting
Indiana
$11.1M -$310K -7,978 -3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$11M -$5M -124,408 -31%
AW
32
ACG Wealth
Georgia
$10.1M +$351K +8,737 +4%
AssetMark Inc
33
AssetMark Inc
California
$10M +$3.57M +88,751 +55%
FFG
34
Ford Financial Group
California
$9.9M -$3.03M -75,314 -23%
EC
35
Estate Counselors
Wisconsin
$9.88M -$730K -18,180 -7%
VC
36
Vicus Capital
Pennsylvania
$9.82M +$132K +3,277 +1%
LGWM
37
Litman Gregory Wealth Management
California
$8.16M +$211K +5,242 +3%
CPWMP
38
Cardinal Point Wealth Management Partners
California
$8.04M -$592K -14,780 -7%
CG
39
Colony Group
Massachusetts
$8.02M -$1.87M -46,593 -19%
HighTower Advisors
40
HighTower Advisors
Illinois
$7.53M -$129K -3,221 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$7.41M +$1.13M +28,016 +18%
SEIA
42
Signature Estate & Investment Advisors
California
$6.94M +$270K +6,718 +4%
HWM
43
HB Wealth Management
Georgia
$6.43M -$1.81M -45,051 -22%
PAG
44
Private Advisor Group
New Jersey
$6.16M -$4.13M -102,693 -40%
VNA
45
Valley National Advisers
Pennsylvania
$5.99M -$2.7M -68,102 -31%
TFF
46
The Family Firm
Maryland
$5.74M -$164K -4,071 -3%
CWM
47
Curi Wealth Management
North Carolina
$5.48M +$1.49M +36,980 +37%
PA
48
Pinnacle Associates
New York
$5.46M -$390K -9,713 -7%
WB
49
Webster Bank
Connecticut
$5.4M +$85.7K +2,132 +2%
NA
50
Nottingham Advisors
New York
$4.99M -$1.76M -43,693 -26%
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