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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.61B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.93%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$464M
2
TA
2
Tectonic Advisors
Texas
$79.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$86.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$51M
5
RJA
5
Raymond James & Associates
Florida
$30.6M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$43.7M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$43.7M
3
JBA
3
Johnson Bixby & Associates
Washington
$21M
4
LPL Financial
4
LPL Financial
California
$88.7M
5
MW
5
MBL Wealth
North Carolina
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$20.2M 523,657 +23,151 +5%
SIG
27
Spinnaker Investment Group
California
$19.1M 492,901 -34,663 -7%
WAM
28
Weatherly Asset Management
California
$17.8M 459,366 +13,276 +3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$16.8M 434,436 +13,436 +3%
Jane Street
30
Jane Street
New York
$15.5M 399,915 +329,959 +472%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$15.3M 396,321 +35,326 +10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$15.2M 393,753 +13,492 +4%
OCM
33
One Capital Management
California
$14.3M 371,107 -120,712 -25%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$13.5M 348,473 +2,981 +0.9%
HFS
35
Howard Financial Services
Texas
$13.1M 339,222 +70,595 +26%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$12.8M 331,063 +11,439 +4%
BIA
37
Barry Investment Advisors
Massachusetts
$11.6M 300,349 -12,108 -4%
CWM
38
Curi Wealth Management
North Carolina
$11.2M 290,942 +3,858 +1%
DWP
39
Destiny Wealth Partners
Florida
$10.7M 277,205 +29,191 +12%
CCM
40
Canal Capital Management
Virginia
$10.1M 261,095 -87,293 -25%
AWM
41
Austin Wealth Management
Texas
$9.84M 254,405 +254,405 New
VC
42
Vicus Capital
Pennsylvania
$9.83M 254,284 -410 -0.2%
BFC
43
Bedel Financial Consulting
Indiana
$9.47M 244,925 -4,613 -2%
HIG
44
Herr Investment Group
Texas
$8.85M 228,960 -2,583 -1%
PAG
45
Private Advisor Group
New Jersey
$8.83M 228,436 +96,598 +73%
EWM
46
Executive Wealth Management
Michigan
$8.75M 226,342 +719 +0.3%
FWP
47
FAS Wealth Partners
Kansas
$8.09M 209,264 +18,333 +10%
LGWM
48
Litman Gregory Wealth Management
California
$7.02M 181,713 -19,624 -10%
JWBC
49
John W. Brooker & Co
California
$6.73M 174,230 +73,975 +74%
AWM
50
Axxcess Wealth Management
California
$6.63M 171,459 +171,459 New
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