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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
1
Bouchey Financial Group
New York
$23.5M
2
QA
2
Quantitative Advantage
Minnesota
$16.7M
3
ACI
3
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
4
AssetMark Inc
California
$10M
5
NEPPG
5
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$95.6M
2
IA
2
IFG Advisory
Georgia
$1.19M
3
Jane Street
3
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11M
5
PAG
5
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Peterson Wealth Management
Nevada
$2.77M +$542K +13,498 +24%
PWMAG
77
Pinnacle Wealth Management Advisory Group
New Jersey
$2.68M -$82.5K -2,053 -3%
LFAS
78
Level Four Advisory Services
Texas
$2.63M -$736K -18,328 -22%
CC
79
Callan Capital
California
$2.61M +$163K +4,065 +7%
TNA
80
True North Advisors
Texas
$2.6M +$8.19K +204 +0.3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$2.57M -$646K -16,075 -20%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.47M -$375K -9,332 -13%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$2.39M -$95.7K -2,381 -4%
CCM
84
Canal Capital Management
Virginia
$2.38M -$27.8K -692 -1%
Citadel Advisors
85
Citadel Advisors
Florida
$2.38M +$1.94M +48,398 +449%
CWM
86
Cornerstone Wealth Management
Missouri
$2.37M +$482K +11,987 +25%
AWS
87
AJ Wealth Strategies
New York
$2.26M -$173K -4,295 -7%
Mariner
88
Mariner
Kansas
$2.25M -$33.6K -836 -1%
MML Investors Services
89
MML Investors Services
Massachusetts
$2.25M +$2.65K +66 +0.1%
RTS
90
Round Table Services
New Jersey
$2.1M +$2.1M +52,180 New
SFC
91
SYM Financial Corp
Indiana
$2.09M +$1.25M +31,007 +147%
CSIC
92
Clifford Swan Investment Counsel
California
$2.03M -$4.02K -100 -0.2%
FAIM
93
Financial Advocates Investment Management
Washington
$1.95M -$44.2K -1,111 -2%
GWM
94
Geneos Wealth Management
Colorado
$1.89M -$917K -22,816 -33%
VWA
95
Visionary Wealth Advisors
Illinois
$1.82M -$888K -22,117 -33%
HFM
96
Hartford Financial Management
Connecticut
$1.74M +$516K +12,847 +42%
SIA
97
SeaBridge Investment Advisors
New Jersey
$1.69M +$1.01M +25,134 +148%
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.67M -$111K -2,754 -6%
CWM
99
Connecticut Wealth Management
Connecticut
$1.65M -$1.02M -25,322 -38%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.61M -$193K -4,930 -11%
2 3
4
5 6