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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$209M
2
HI
2
Horizon Investments
North Carolina
$44M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
TNA
4
True North Advisors
Texas
$27.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$83.6M
2
Wells Fargo
2
Wells Fargo
California
$29.9M
3
EC
3
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
4
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Cribstone Capital Management
Maine
$5.65M +$1.16M +28,888 +26%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$5.42M -$5.57M -139,118 -51%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$5.13M +$979K +24,455 +24%
NA
54
Nottingham Advisors
New York
$4.97M – – –
VNA
55
Valley National Advisers
Pennsylvania
$4.96M -$1.22M -29,750 -20%
NEGWA
56
New England Guild Wealth Advisors
Connecticut
$4.94M +$909K +22,703 +23%
TFF
57
The Family Firm
Maryland
$4.65M -$1.07M -26,775 -19%
HWM
58
HB Wealth Management
Georgia
$4.64M -$1.77M -44,189 -28%
CB
59
Community Bank
New York
$4.51M – – –
PPW
60
Pasadena Private Wealth
California
$4.51M +$4.51M +112,708 New
FIM
61
Freedom Investment Management
Connecticut
$4.45M +$709K +17,707 +19%
PA
62
Pinnacle Associates
New York
$4.24M -$1.21M -30,165 -22%
EWM
63
Executive Wealth Management
Michigan
$4.15M +$4.15M +103,550 New
GVAG
64
Great Valley Advisor Group
Delaware
$3.98M +$193K +4,810 +5%
RJA
65
Raymond James & Associates
Florida
$3.88M +$509K +12,714 +15%
PCMU
66
Paragon Capital Management (Utah)
Utah
$3.85M +$236K +5,898 +7%
PCIA
67
Prime Capital Investment Advisors
Kansas
$3.77M +$3.77M +94,247 New
CC
68
Callan Capital
California
$3.76M +$1.16M +28,944 +45%
EE
69
EWG Elevate
California
$3.5M +$184K +4,598 +6%
WB
70
Webster Bank
Connecticut
$3.47M -$1.91M -47,640 -35%
WWA
71
WCG Wealth Advisors
Nevada
$3.4M +$336K +8,421 +11%
JWBC
72
John W. Brooker & Co
California
$3.33M +$370K +9,252 +12%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$3.32M -$32.1K -802 -1%
BWM
74
BCS Wealth Management
Tennessee
$3.31M +$72.3K +1,805 +2%
Jane Street
75
Jane Street
New York
$3.27M -$425K -10,609 -12%
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