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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.61B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.93%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$464M
2
TA
2
Tectonic Advisors
Texas
$79.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$86.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$51M
5
RJA
5
Raymond James & Associates
Florida
$30.6M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$43.7M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$43.7M
3
JBA
3
Johnson Bixby & Associates
Washington
$21M
4
LPL Financial
4
LPL Financial
California
$88.7M
5
MW
5
MBL Wealth
North Carolina
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
CAAS
51
Capital Asset Advisory Services
Michigan
$6.29M 163,571 -10,226 -6%
SWM
52
Stapp Wealth Management
Washington
$6.27M 162,326 -4,442 -3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$6.27M 162,282 -4,466 -3%
EWM
54
Elmwood Wealth Management
California
$6.2M 160,352 +160,352 New
GVAG
55
Great Valley Advisor Group
Delaware
$5.91M 152,919 +8,233 +6%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$5.8M 150,140 +150,140 New
CWM
57
Connecticut Wealth Management
Connecticut
$5.45M 140,957 -9,831 -7%
PA
58
Pinnacle Associates
New York
$5.31M 137,469 +5,592 +4%
CC
59
Callan Capital
California
$5.01M 129,745 +9,868 +8%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$4.81M 124,317 +69,232 +126%
AssetMark Inc
61
AssetMark Inc
California
$4.76M 123,065 -24,104 -16%
TFF
62
The Family Firm
Maryland
$4.48M 115,939 +813 +0.7%
FIM
63
Freedom Investment Management
Connecticut
$4.12M 106,586 -3,365 -3%
EE
64
EWG Elevate
California
$4.07M 105,247 +2,929 +3%
NA
65
Nottingham Advisors
New York
$4.02M 104,110 -8,543 -8%
CB
66
Community Bank
New York
$3.97M 102,750 – –
PCMU
67
Paragon Capital Management (Utah)
Utah
$3.86M 99,987 +3,453 +4%
CAN
68
Cetera Advisor Networks
California
$3.84M 99,283 +490 +0.5%
PCIA
69
Prime Capital Investment Advisors
Kansas
$3.84M 99,270 +3,935 +4%
DP
70
Denver PWM
Colorado
$3.75M 98,052 +3,668 +4%
HWM
71
HB Wealth Management
Georgia
$3.75M 96,936 -819 -0.8%
CG
72
Colony Group
Massachusetts
$3.69M 95,388 +2,148 +2%
ACP
73
Aveo Capital Partners
Colorado
$3.63M 93,858 -2,685 -3%
NPP
74
New Potomac Partners
Maryland
$3.45M 89,187 +11,765 +15%
VFG
75
V2 Financial group
Illinois
$3.37M 87,250 +16,541 +23%
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