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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

348 hedge funds and large institutions have $1.85B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 179 reducing their positions, and 47 closing their positions.

Holders
348
Holders Change
-16
Holders Change %
-4.4%
% of All Funds
5.51%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.36%
New
34
Increased
94
Reduced
179
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$42.4M
2
LIG
2
Lokken Investment Group
Delaware
$3.88M
3
JBA
3
Johnson Bixby & Associates
Washington
$31.4M
4
TNA
4
True North Advisors
Texas
$3.02M
5
WAM
5
Weatherly Asset Management
California
$19.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$104M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$82.2M
4
WFA
4
WestHill Financial Advisors
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
76
Charter Oak Capital Management
New Hampshire
$3.99M 89,213 -2,668 -3%
LIG
77
Lokken Investment Group
Delaware
$3.88M 89,626 +89,626 New
BWM
78
BCS Wealth Management
Tennessee
$3.87M 86,454 -1,686 -2%
GVAG
79
Great Valley Advisor Group
Delaware
$3.86M 86,266 -7,872 -8%
JWBC
80
John W. Brooker & Co
California
$3.85M 85,950 -123,766 -59%
OPS
81
Orion Portfolio Solutions
Nebraska
$3.82M 85,230 -16,144 -16%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M 84,549 -42,444 -33%
PCMU
83
Paragon Capital Management (Utah)
Utah
$3.76M 84,021 +1,487 +2%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$3.7M 82,531 +19,522 +31%
AF
85
Advisornet Financial
Minnesota
$3.39M 75,710 -11,631 -13%
MW
86
MBL Wealth
North Carolina
$3.28M 73,262 +73,262 New
FIM
87
Freedom Investment Management
Connecticut
$3.22M 71,910 +3,199 +5%
TNA
88
True North Advisors
Texas
$3.02M 67,498 +67,498 New
SA
89
Shilanski & Associates
Alaska
$3.01M 67,264 +5,273 +9%
VWA
90
Visionary Wealth Advisors
Illinois
$2.95M 65,808 -68,446 -51%
GWM
91
Geneos Wealth Management
Colorado
$2.75M 61,401 +2,763 +5%
CCM
92
Canal Capital Management
Virginia
$2.75M 61,325 -70,896 -54%
BZWA
93
Blue Zone Wealth Advisors
California
$2.74M 61,234 -11,907 -16%
CSIC
94
Clifford Swan Investment Counsel
California
$2.71M 60,505 – –
PWM
95
Peterson Wealth Management
Nevada
$2.71M 60,473 -29,069 -32%
MML Investors Services
96
MML Investors Services
Massachusetts
$2.71M 60,424 -5,871 -9%
PAG
97
Paladin Advisory Group
Iowa
$2.7M 60,571 +60,571 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$2.69M 60,106 -617 -1%
Mariner
99
Mariner
Kansas
$2.55M 57,000 -231 -0.4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.48M 55,285 -2,431 -4%
2 3
4
5 6