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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$9.71M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
51
John W. Brooker & Co
California
$6.8M 169,033 -5,197 -3%
GVAG
52
Great Valley Advisor Group
Delaware
$6.75M 167,776 +14,857 +10%
SWM
53
Stapp Wealth Management
Washington
$6.62M 164,468 +2,142 +1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$6.44M 160,043 -2,239 -1%
AWM
55
Axxcess Wealth Management
California
$5.78M 143,700 -27,759 -16%
CAAS
56
Capital Asset Advisory Services
Michigan
$5.7M 141,635 -21,936 -13%
PA
57
Pinnacle Associates
New York
$5.69M 141,475 +4,006 +3%
CWM
58
Connecticut Wealth Management
Connecticut
$5.63M 139,866 -1,091 -0.8%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$5.62M 139,737 +139,737 New
WCM
60
Weaver Capital Management
Georgia
$5.25M 130,390 +130,390 New
Citadel Advisors
61
Citadel Advisors
Florida
$5.17M 128,408 +98,280 +326%
PCIA
62
Prime Capital Investment Advisors
Kansas
$5.12M 127,200 +27,930 +28%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$4.94M 122,723 -1,594 -1%
TFF
64
The Family Firm
Maryland
$4.73M 117,519 +1,580 +1%
CAN
65
Cetera Advisor Networks
California
$4.25M 105,701 +6,418 +6%
ACI
66
Alpha Cubed Investments
California
$4.2M 104,448 -442,435 -81%
SAM
67
Smartleaf Asset Management
Massachusetts
$4.11M 101,855 +101,855 New
PCMU
68
Paragon Capital Management (Utah)
Utah
$4.09M 101,650 +1,663 +2%
CC
69
Callan Capital
California
$3.72M 92,331 -37,414 -29%
FCT
70
Family Capital Trust
Massachusetts
$3.61M 89,620 +88,978 +13,860%
ACP
71
Aveo Capital Partners
Colorado
$3.58M 88,898 -4,960 -5%
CWM
72
Cornerstone Wealth Management
Missouri
$3.57M 88,750 +13,871 +19%
EE
73
EWG Elevate
California
$3.57M 88,579 -16,668 -16%
NPP
74
New Potomac Partners
Maryland
$3.48M 86,387 -2,800 -3%
PWMAG
75
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M 83,552 +1,421 +2%
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3
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