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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
1
Bouchey Financial Group
New York
$23.5M
2
QA
2
Quantitative Advantage
Minnesota
$16.7M
3
ACI
3
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
4
AssetMark Inc
California
$10M
5
NEPPG
5
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$95.6M
2
IA
2
IFG Advisory
Georgia
$1.19M
3
Jane Street
3
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11M
5
PAG
5
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
51
ICA Group Wealth Management
Colorado
$4.53M -$87.7K -2,183 -2%
CB
52
Community Bank
New York
$4.53M -$11.7K -291 -0.3%
CCM
53
Cribstone Capital Management
Maine
$4.51M -$2.36M -58,841 -34%
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$4.38M -$3.16M -78,771 -42%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$4.16M -$414K -10,296 -9%
GC
56
Grimes & Company
Massachusetts
$4.08M -$326K -8,119 -7%
NEGWA
57
New England Guild Wealth Advisors
Connecticut
$4.05M -$128K -3,191 -3%
SB
58
Strategic Blueprint
Georgia
$4.04M -$218K -5,437 -5%
HFS
59
Howard Financial Services
Texas
$3.85M +$2.73M +67,841 +243%
GVAG
60
Great Valley Advisor Group
Delaware
$3.8M +$188K +4,680 +5%
AF
61
Advisornet Financial
Minnesota
$3.78M +$305K +7,584 +9%
FIM
62
Freedom Investment Management
Connecticut
$3.75M +$996K +24,796 +36%
Jane Street
63
Jane Street
New York
$3.7M -$6.92M -172,198 -65%
HCM
64
Hollencrest Capital Management
California
$3.67M -$301K -7,501 -8%
PCMU
65
Paragon Capital Management (Utah)
Utah
$3.62M +$82.5K +2,054 +2%
WWA
66
WCG Wealth Advisors
Nevada
$3.47M -$272K -6,021 -7%
CWM
67
Congress Wealth Management
Massachusetts
$3.45M +$105K +2,603 +3%
MW
68
MBL Wealth
North Carolina
$3.38M -$374K -9,302 -10%
RJA
69
Raymond James & Associates
Florida
$3.38M +$150K +3,734 +5%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.37M -$285K -7,095 -8%
EE
71
EWG Elevate
California
$3.33M -$44.6K -1,110 -1%
OPS
72
Orion Portfolio Solutions
Nebraska
$3.27M -$158K -3,934 -5%
BWM
73
BCS Wealth Management
Tennessee
$3.25M -$141K -3,505 -4%
NEPPG
74
New England Professional Planning Group
Rhode Island
$3.22M +$2.99M +74,553 +1,316%
JWBC
75
John W. Brooker & Co
California
$2.97M -$23.8K -592 -0.8%
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