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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$89.9M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Connecticut Wealth Management
Connecticut
$6.11M 150,788 +8,421 +6%
AssetMark Inc
52
AssetMark Inc
California
$5.97M 147,169 -75,518 -34%
GVAG
53
Great Valley Advisor Group
Delaware
$5.87M 144,686 +17,180 +13%
PPW
54
Pasadena Private Wealth
California
$5.45M 134,378 -1,651 -1%
PA
55
Pinnacle Associates
New York
$5.35M 131,877 +6,074 +5%
PAG
56
Private Advisor Group
New Jersey
$5.34M 131,838 +3,483 +3%
CC
57
Callan Capital
California
$4.86M 119,877 +23,910 +25%
TFF
58
The Family Firm
Maryland
$4.67M 115,126 -136 -0.1%
NA
59
Nottingham Advisors
New York
$4.57M 112,653 -11,485 -9%
FIM
60
Freedom Investment Management
Connecticut
$4.46M 109,951 -448 -0.4%
CB
61
Community Bank
New York
$4.17M 102,750 -10,000 -9%
EE
62
EWG Elevate
California
$4.15M 102,318 +9,597 +10%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$4.09M 100,968 -112,215 -53%
HFM
64
Hartford Financial Management
Connecticut
$4.08M 100,674 +29,132 +41%
JWBC
65
John W. Brooker & Co
California
$4.07M 100,255 +11,949 +14%
CAN
66
Cetera Advisor Networks
California
$4.01M 98,793 +17,449 +21%
HWM
67
HB Wealth Management
Georgia
$3.96M 97,755 -15,305 -14%
ACP
68
Aveo Capital Partners
Colorado
$3.91M 96,543 +77,637 +411%
PCMU
69
Paragon Capital Management (Utah)
Utah
$3.91M 96,534 -1,060 -1%
PCIA
70
Prime Capital Investment Advisors
Kansas
$3.87M 95,335 +95,335 New
DP
71
Denver PWM
Colorado
$3.79M 94,384 +5,254 +6%
CG
72
Colony Group
Massachusetts
$3.78M 93,240 +2,954 +3%
OMC
73
Old Mission Capital
Illinois
$3.7M 91,285 +91,285 New
EWA
74
Exencial Wealth Advisors
Oklahoma
$3.68M 90,631 +90,631 New
PWMAG
75
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M 78,231 +5,827 +8%
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