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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

204 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
5.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
25
Increased
109
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$37.6M
2
PWAG
2
Polaris Wealth Advisory Group
California
$34.9M
3
DIP
3
DT Investment Partners
Pennsylvania
$53.8M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$18.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
LPL Financial
2
LPL Financial
California
$95.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M
5
UBS Group
5
UBS Group
Switzerland
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Shamrock Asset Management
Texas
$2.9M -$358K -7,277 -11%
LFR
77
Lehman Financial Resources
Pennsylvania
$2.88M +$433K +8,800 +18%
SHIM
78
Stone House Investment Management
Pennsylvania
$2.79M -$20.5K -416 -0.7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$2.71M +$186K +3,771 +7%
AWM
80
Affinity Wealth Management
Delaware
$2.66M -$2.75M -55,917 -51%
CWA
81
Cypress Wealth Advisors
California
$2.62M -$3.74M -76,072 -59%
CPIG
82
Chicago Partners Investment Group
Illinois
$2.6M +$512K +10,509 +25%
PAI
83
Pittenger & Anderson Inc
Nebraska
$2.49M +$166K +3,374 +7%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.45M +$19.9K +405 +0.8%
NPC
85
National Planning Corporation
California
$2.36M +$1.53M +31,221 +184%
CFA
86
Cahill Financial Advisors
Minnesota
$2.34M -$323K -6,564 -12%
WA
87
Winfield Associates
Ohio
$2.33M +$201K +4,075 +9%
TFA
88
Transamerica Financial Advisors
Florida
$2.3M +$233K +4,734 +11%
SWP
89
Stratos Wealth Partners
Ohio
$2.27M +$618K +12,551 +37%
HWP
90
Hefty Wealth Partners
Indiana
$2.23M +$97.7K +1,985 +5%
SFG
91
SNS Financial Group
Minnesota
$2.2M -$182K -3,700 -8%
AG
92
Advisor Group
Arizona
$2.17M +$282K +5,725 +15%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$2.12M +$1.86M +37,770 +711%
GJIC
94
Gamble Jones Investment Counsel
California
$1.97M +$230K +4,683 +13%
GWM
95
Greenwich Wealth Management
Connecticut
$1.96M +$89.5K +1,819 +5%
CA
96
Cetera Advisors
Colorado
$1.94M -$132K -2,687 -6%
NCMW
97
Northern Capital Management (Wisconsin)
Wisconsin
$1.88M +$887K +18,025 +89%
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$1.78M +$59K +1,198 +3%
LFAS
99
Level Four Advisory Services
Texas
$1.77M – – –
SIA
100
SeaBridge Investment Advisors
New Jersey
$1.7M +$14.3K +290 +0.8%
2 3
4
5 6