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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

257 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.9%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.83%
New
22
Increased
121
Reduced
82
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$108M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$28.3M
3
MMA
3
Miracle Mile Advisors
California
$49.1M
4
CF
4
Corrigan Financial
Rhode Island
$8.22M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$96.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$287M
3
Bank of America
3
Bank of America
North Carolina
$183M
4
SEIA
4
Signature Estate & Investment Advisors
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
76
HC Financial Advisors
California
$4.06M +$172K +3,576 +4%
PCM
77
Perritt Capital Management
Illinois
$4.01M +$86.2K +1,820 +2%
GJIC
78
Gamble Jones Investment Counsel
California
$3.95M +$347K +7,231 +10%
ECM
79
Evergreen Capital Management
Washington
$3.83M -$3.43M -71,495 -47%
PWMAG
80
Pinnacle Wealth Management Advisory Group
New Jersey
$3.76M +$1.64M +34,146 +77%
PAI
81
Pittenger & Anderson Inc
Nebraska
$3.73M +$538K +11,223 +17%
TFF
82
The Family Firm
Maryland
$3.63M +$267K +5,562 +8%
PAG
83
Private Advisor Group
New Jersey
$3.59M +$270K +5,636 +8%
GC
84
Grimes & Company
Massachusetts
$3.47M +$214K +4,462 +7%
AI
85
Atria Investments
North Carolina
$3.42M +$191K +3,979 +6%
SFP
86
Shepherd Financial Partners
Massachusetts
$3.32M +$32.6K +679 +1%
CAL
87
Capital Advisors Ltd
Ohio
$3.26M +$125K +2,609 +4%
CC
88
Callan Capital
California
$3.25M -$214K -4,451 -6%
WA
89
Winfield Associates
Ohio
$3.04M +$4.8K +100 +0.2%
CT
90
CPF Texas
Texas
$2.97M -$108K -2,251 -4%
BTS
91
BB&T Securities
Virginia
$2.91M -$488K -10,167 -14%
LFR
92
Lehman Financial Resources
Pennsylvania
$2.89M -$99.5K -2,075 -3%
AL
93
Aspiriant LLC
California
$2.78M +$2.26M +47,147 +435%
NPP
94
New Potomac Partners
Maryland
$2.64M +$48K +1,000 +2%
ACM
95
Aviance Capital Management
Florida
$2.6M -$221K -4,598 -8%
CPIG
96
Chicago Partners Investment Group
Illinois
$2.58M +$9.31K +194 +0.4%
FAAS
97
First Allied Advisory Services
California
$2.58M +$74.4K +1,551 +3%
CFA
98
Cahill Financial Advisors
Minnesota
$2.37M +$96.1K +2,002 +4%
HWP
99
Hefty Wealth Partners
Indiana
$2.37M +$49.5K +1,031 +2%
Stifel Financial
100
Stifel Financial
Missouri
$2.28M -$1.39M -28,966 -38%
2 3
4
5 6