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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$89.9M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$19.9M 491,819 +11,020 +2%
WAM
27
Weatherly Asset Management
California
$18.1M 446,090 -19 -0%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$17.1M 421,000 +411,003 +4,111%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$15.4M 380,261 -1,529 -0.4%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$14.6M 360,995 -84,561 -19%
CCM
31
Canal Capital Management
Virginia
$14.1M 348,388 +6,393 +2%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$14M 345,492 +11,742 +4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$13M 319,624 +64,642 +25%
BIA
34
Barry Investment Advisors
Massachusetts
$12.7M 312,457 -67 -0%
CWM
35
Curi Wealth Management
North Carolina
$11.6M 287,084 +41,613 +17%
HFS
36
Howard Financial Services
Texas
$10.9M 268,627 +6,617 +3%
VC
37
Vicus Capital
Pennsylvania
$10.3M 254,694 +14,665 +6%
BFC
38
Bedel Financial Consulting
Indiana
$10.1M 249,538 -5,003 -2%
DWP
39
Destiny Wealth Partners
Florida
$10M 248,014 +21,315 +9%
HIG
40
Herr Investment Group
Texas
$9.39M 231,543 +214,021 +1,221%
MW
41
MBL Wealth
North Carolina
$9.38M 231,420 +32,196 +16%
EWM
42
Executive Wealth Management
Michigan
$9.15M 225,623 +489 +0.2%
SMM
43
Stadion Money Management
Georgia
$9.03M 222,648 +222,648 New
LGWM
44
Litman Gregory Wealth Management
California
$8.16M 201,337 +201,337 New
RJA
45
Raymond James & Associates
Florida
$8.09M 199,544 +108,012 +118%
FWP
46
FAS Wealth Partners
Kansas
$7.74M 190,931 -2,534 -1%
CAAS
47
Capital Asset Advisory Services
Michigan
$7.02M 173,797 -19,428 -10%
SWM
48
Stapp Wealth Management
Washington
$6.76M 166,768 +1,733 +1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$6.76M 166,748 +7,777 +5%
FA
50
Fortis Advisors
Pennsylvania
$6.61M 197,039 +1,448 +0.7%
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