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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$209M
2
HI
2
Horizon Investments
North Carolina
$44M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
TNA
4
True North Advisors
Texas
$27.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$83.6M
2
Wells Fargo
2
Wells Fargo
California
$29.9M
3
EC
3
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
4
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
76
ICA Group Wealth Management
Colorado
$3.18M -$1.34M -33,372 -30%
OPS
77
Orion Portfolio Solutions
Nebraska
$3.12M -$136K -3,393 -4%
AF
78
Advisornet Financial
Minnesota
$3.03M -$737K -18,417 -20%
DP
79
Denver PWM
Colorado
$2.92M +$2.53M +63,074 +644%
Mariner
80
Mariner
Kansas
$2.91M +$667K +16,669 +30%
WI
81
WJ Interests
Texas
$2.81M +$2.81M +70,180 New
AWS
82
AJ Wealth Strategies
New York
$2.73M +$481K +12,006 +21%
VFPI
83
Vantage Financial Partners (Illinois)
Illinois
$2.7M +$2.7M +67,491 New
DSCM
84
Del-Sette Capital Management
New York
$2.54M +$2.54M +63,398 New
OMC
85
Old Mission Capital
Illinois
$2.36M +$1.84M +45,902 +352%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.35M -$27.6K -689 -1%
KOC
87
Koss-Olinger Consulting
Florida
$2.34M +$1.96M +48,964 +515%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$2.33M +$2.07M +51,691 +782%
LFAS
89
Level Four Advisory Services
Texas
$2.26M -$360K -8,982 -14%
HCM
90
Hollencrest Capital Management
California
$2.26M -$1.41M -35,094 -38%
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$2.24M -$432K -10,780 -16%
SAM
92
Summit Asset Management
Tennessee
$2.2M +$1.49M +37,243 +211%
VWA
93
Visionary Wealth Advisors
Illinois
$2.17M +$362K +9,031 +20%
CGFA
94
Colton Groome Financial Advisors
North Carolina
$2.17M +$2.17M +54,201 New
HFM
95
Hartford Financial Management
Connecticut
$2.16M +$432K +10,800 +25%
SB
96
Strategic Blueprint
Georgia
$2.16M -$1.86M -46,497 -46%
FAIM
97
Financial Advocates Investment Management
Washington
$2.1M +$143K +3,580 +7%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$2.07M -$494K -12,345 -19%
CAN
99
Cetera Advisor Networks
California
$2.03M +$1.65M +41,256 +434%
GWM
100
Geneos Wealth Management
Colorado
$2.02M +$130K +3,257 +7%
2 3
4
5 6