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SPDR DoubleLine Total Return Tactical ETF

257 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.9%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.83%
New
22
Increased
121
Reduced
82
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWMG
51
Alliance Wealth Management Group
New Jersey
$7.9M +$981K +20,454 +14%
HFP
52
Holistic Financial Partners
Indiana
$7.07M +$353K +7,354 +5%
TTWM
53
TCV Trust & Wealth Management
Virginia
$7M -$340K -7,089 -5%
TFA
54
Transamerica Financial Advisors
Florida
$6.63M +$3.83M +79,837 +137%
CCM
55
Cribstone Capital Management
Maine
$6.28M +$1.54M +32,013 +32%
IA
56
IFP Advisors
Florida
$6.11M
VWM
57
Venturi Wealth Management
Texas
$6.08M -$486K -10,134 -7%
NQWM
58
Northwest Quadrant Wealth Management
Oregon
$5.97M +$332K +6,913 +6%
CB
59
Community Bank
New York
$5.5M
SHIM
60
Stone House Investment Management
Pennsylvania
$5.47M +$175K +3,653 +3%
LWS
61
Lucia Wealth Services
California
$5.45M +$2.95M +61,512 +118%
LGWM
62
Litman Gregory Wealth Management
California
$5.3M +$400K +8,336 +8%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$5.02M -$503K -10,494 -9%
FCAG
64
First Capital Advisors Group
New Jersey
$4.96M +$843K +17,568 +20%
NEGWA
65
New England Guild Wealth Advisors
Connecticut
$4.91M +$309K +6,436 +7%
FFS
66
Founders Financial Securities
Maryland
$4.81M +$31.6K +658 +0.7%
CWM
67
Cabot Wealth Management
Massachusetts
$4.78M +$674K +14,051 +16%
WF
68
WealthTrust Fairport
Ohio
$4.78M +$368K +7,679 +8%
CG
69
Colony Group
Massachusetts
$4.77M -$111K -2,321 -2%
AFG
70
Arkansas Financial Group
Arkansas
$4.75M +$1.63M +34,037 +52%
HCM
71
Hollencrest Capital Management
California
$4.69M -$131K -2,738 -3%
APA
72
American Portfolios Advisors
New York
$4.68M +$902K +18,799 +24%
WAAG
73
Wealth Alliance Advisory Group
Kansas
$4.64M +$4.64M +96,645 New
CSIC
74
Clifford Swan Investment Counsel
California
$4.58M
AG
75
Advisor Group
Arizona
$4.41M +$1.12M +23,327 +34%