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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 %
CG
51
Colony Group
Massachusetts
$5.31M +$1.66M +33,670 +45%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$5.23M -$763K -15,500 -13%
IA
53
IFP Advisors
Florida
$5.16M +$1.03M +20,843 +25%
BTS
54
BB&T Securities
Virginia
$4.99M +$3.18M +64,590 +176%
PA
55
Pinnacle Associates
New York
$4.82M +$253K +5,149 +6%
CSIC
56
Clifford Swan Investment Counsel
California
$4.63M +$59.1K +1,200 +1%
LGWM
57
Litman Gregory Wealth Management
California
$4.52M +$2.76M +55,995 +156%
HCM
58
Hollencrest Capital Management
California
$4.52M +$54.1K +1,099 +1%
FFS
59
Founders Financial Securities
Maryland
$4.29M +$392K +7,958 +10%
ACM
60
Aviance Capital Management
Florida
$4.27M -$958K -19,464 -18%
AI
61
Atria Investments
North Carolina
$4.26M +$317K +6,444 +8%
NQWM
62
Northwest Quadrant Wealth Management
Oregon
$4.25M +$555K +11,269 +15%
VWM
63
Venturi Wealth Management
Texas
$4.15M -$364K -7,395 -8%
AP
64
Advisors Preferred
Maryland
$4.13M +$416K +8,462 +11%
WF
65
WealthTrust Fairport
Ohio
$3.8M +$233K +4,738 +7%
Stifel Financial
66
Stifel Financial
Missouri
$3.61M +$579K +11,767 +19%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$3.42M +$1.9M +38,752 +124%
SFP
68
Shepherd Financial Partners
Massachusetts
$3.36M -$184K -3,758 -5%
CWM
69
Cabot Wealth Management
Massachusetts
$3.36M +$82K +1,667 +3%
AL
70
Aspiriant LLC
California
$3.34M -$93.3K -1,896 -3%
CAL
71
Capital Advisors Ltd
Ohio
$3.12M +$166K +3,371 +6%
ECM
72
Evergreen Capital Management
Washington
$3.09M +$1.24M +25,125 +67%
TFF
73
The Family Firm
Maryland
$3.03M +$143K +2,916 +5%
CWM
74
Cornerstone Wealth Management
Missouri
$2.98M -$242K -4,941 -8%
PAS
75
Partnervest Advisory Services
California
$2.94M -$79.3K -1,611 -3%
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3
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