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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
-$729K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$317M
2
SEIA
2
Signature Estate & Investment Advisors
California
$264M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$46.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AT
5
Arden Trust
Delaware
$26.7M

Top Sellers

1
TNA
1
True North Advisors
Texas
$2.89M
2
PWMG
2
Prestige Wealth Management Group
New Jersey
$252K
3
NEPPG
3
New England Professional Planning Group
Rhode Island
$2.54M
4
Bank of America
4
Bank of America
North Carolina
$98.5M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Connecticut Wealth Management
Connecticut
$5.84M +$4.79M +116,633 +453%
PPW
52
Pasadena Private Wealth
California
$5.58M +$957K +23,321 +21%
PAG
53
Private Advisor Group
New Jersey
$5.27M -$235K -5,738 -4%
GVAG
54
Great Valley Advisor Group
Delaware
$5.23M +$1.15M +28,037 +28%
PA
55
Pinnacle Associates
New York
$5.16M +$820K +19,988 +19%
NA
56
Nottingham Advisors
New York
$5.09M -$2.05K -50 -0%
TFF
57
The Family Firm
Maryland
$4.73M -$35.3K -861 -0.7%
HWM
58
HB Wealth Management
Georgia
$4.64M -$116K -2,816 -2%
CB
59
Community Bank
New York
$4.63M – – –
FIM
60
Freedom Investment Management
Connecticut
$4.53M -$25.5K -622 -0.6%
PCMU
61
Paragon Capital Management (Utah)
Utah
$4M +$63.4K +1,545 +2%
VNA
62
Valley National Advisers
Pennsylvania
$3.98M -$975K -23,827 -20%
CC
63
Callan Capital
California
$3.94M +$82.1K +2,001 +2%
EE
64
EWG Elevate
California
$3.8M +$216K +5,264 +6%
RJA
65
Raymond James & Associates
Florida
$3.76M -$217K -5,293 -5%
CG
66
Colony Group
Massachusetts
$3.7M -$3.81M -92,822 -51%
DP
67
Denver PWM
Colorado
$3.64M +$664K +16,263 +22%
JWBC
68
John W. Brooker & Co
California
$3.63M +$207K +5,027 +6%
WWA
69
WCG Wealth Advisors
Nevada
$3.45M -$41.8K -1,019 -1%
IGWM
70
ICA Group Wealth Management
Colorado
$3.37M +$107K +2,602 +3%
CAN
71
Cetera Advisor Networks
California
$3.34M +$1.25M +30,577 +60%
WB
72
Webster Bank
Connecticut
$2.99M -$569K -13,872 -16%
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M +$673K +16,405 +29%
NPP
74
New Potomac Partners
Maryland
$2.95M +$933K +22,750 +46%
HFM
75
Hartford Financial Management
Connecticut
$2.94M +$718K +17,499 +32%
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