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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$91.9M
2
LPL Financial
2
LPL Financial
California
$254M
3
OCM
3
One Capital Management
California
$14.4M
4
LGWM
4
Litman Gregory Wealth Management
California
$10.9M
5
EC
5
Estate Counselors
Wisconsin
$10.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.98M
2
Jane Street
2
Jane Street
New York
$1.25M
3
LFAS
3
Level Four Advisory Services
Texas
$7.17M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$49M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Continuum Advisory
Idaho
$5.67M +$2.77M +57,352 +96%
OPS
77
Orion Portfolio Solutions
Nebraska
$5.55M -$611K -12,651 -10%
CWM
78
Connecticut Wealth Management
Connecticut
$5.27M +$298K +6,158 +6%
PWM
79
Peterson Wealth Management
Nevada
$5.11M +$84.2K +1,743 +2%
CP
80
Corbenic Partners
Pennsylvania
$5.01M +$86.3K +1,786 +2%
SAG
81
Spotlight Asset Group
Illinois
$4.85M -$1.16M -24,089 -19%
BZWA
82
Blue Zone Wealth Advisors
California
$4.84M -$633K -13,107 -12%
RJA
83
Raymond James & Associates
Florida
$4.78M +$20.2K +419 +0.4%
GVAG
84
Great Valley Advisor Group
Delaware
$4.75M +$97.9K +2,026 +2%
KFGK
85
Keystone Financial Group (Kentucky)
Kentucky
$4.66M -$395K -8,168 -8%
COCM
86
Charter Oak Capital Management
New Hampshire
$4.64M -$31.9K -661 -0.7%
BWM
87
BCS Wealth Management
Tennessee
$4.4M -$57.9K -1,198 -1%
Citadel Advisors
88
Citadel Advisors
Florida
$3.98M -$55.3M -1,144,269 -93%
FAIM
89
Financial Advocates Investment Management
Washington
$3.93M +$968K +20,033 +33%
CCM
90
Canal Capital Management
Virginia
$3.91M -$262K -5,414 -6%
VWA
91
Visionary Wealth Advisors
Illinois
$3.64M +$1.02M +21,113 +39%
CWM
92
Curi Wealth Management
North Carolina
$3.63M +$726K +15,022 +25%
GSEP
93
Golden State Equity Partners
California
$3.5M +$27.1K +561 +0.8%
OBWG
94
Onyx Bridge Wealth Group
New York
$3.43M -$907K -18,951 -21%
MW
95
MBL Wealth
North Carolina
$3.41M +$3.41M +70,597 New
TNA
96
True North Advisors
Texas
$3.24M +$498K +10,306 +18%
CHJWM
97
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.23M +$1.15K +24 +0%
MML Investors Services
98
MML Investors Services
Massachusetts
$3.23M +$57.7K +1,194 +2%
AP
99
Advisors Preferred
Maryland
$3.17M +$63.2K +1,310 +2%
FIM
100
Freedom Investment Management
Connecticut
$3.16M +$232K +4,806 +8%
2 3
4
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