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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$9.71M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
26
Howard Financial Services
Texas
$17.2M 427,375 +88,153 +26%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$16.9M 418,999 -15,437 -4%
SIG
28
Spinnaker Investment Group
California
$16.2M 402,837 -90,064 -18%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$15.2M 377,106 -16,647 -4%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$13.7M 340,575 -7,898 -2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$13.3M 331,399 +336 +0.1%
DP
32
Denver PWM
Colorado
$12M 300,436 +202,384 +206%
FWP
33
FAS Wealth Partners
Kansas
$11.8M 292,459 +83,195 +40%
DWP
34
Destiny Wealth Partners
Florida
$11.7M 292,273 +15,068 +5%
HWM
35
HB Wealth Management
Georgia
$11.4M 283,727 +186,791 +193%
BIA
36
Barry Investment Advisors
Massachusetts
$10.9M 271,340 -29,009 -10%
CCM
37
Canal Capital Management
Virginia
$10.7M 264,941 +3,846 +1%
AWM
38
Austin Wealth Management
Texas
$10.5M 263,956 +9,551 +4%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$9.99M 248,096 +97,956 +65%
VC
40
Vicus Capital
Pennsylvania
$9.73M 241,783 -12,501 -5%
BCI
41
Brinker Capital Investments
Pennsylvania
$9.71M 242,678 -887,846 -79%
OPS
42
Orion Portfolio Solutions
Nebraska
$9.71M 242,678 -887,846 -79%
CWM
43
Curi Wealth Management
North Carolina
$9.32M 231,455 -59,487 -20%
BA
44
Ballew Advisors
Mississippi
$9.29M 231,946 +210,597 +986%
PAG
45
Private Advisor Group
New Jersey
$9.29M 230,750 +2,314 +1%
EWM
46
Executive Wealth Management
Michigan
$8.97M 222,887 -3,455 -2%
HIG
47
Herr Investment Group
Texas
$8.92M 221,738 -7,222 -3%
LGWM
48
Litman Gregory Wealth Management
California
$7.98M 198,288 +16,575 +9%
BFC
49
Bedel Financial Consulting
Indiana
$7.84M 194,700 -50,225 -21%
AssetMark Inc
50
AssetMark Inc
California
$7.4M 183,764 +60,699 +49%
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