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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
-$729K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$317M
2
SEIA
2
Signature Estate & Investment Advisors
California
$264M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$46.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AT
5
Arden Trust
Delaware
$26.7M

Top Sellers

1
TNA
1
True North Advisors
Texas
$2.89M
2
PWMG
2
Prestige Wealth Management Group
New Jersey
$252K
3
NEPPG
3
New England Professional Planning Group
Rhode Island
$2.54M
4
Bank of America
4
Bank of America
North Carolina
$98.5M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$2.9M +$742K +18,086 +34%
TNA
77
True North Advisors
Texas
$2.89M -$24.9M -607,154 -90%
AF
78
Advisornet Financial
Minnesota
$2.81M -$296K -7,217 -10%
AWS
79
AJ Wealth Strategies
New York
$2.8M – – –
CGFA
80
Colton Groome Financial Advisors
North Carolina
$2.72M +$494K +12,052 +22%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2.69M -$2.86M -69,776 -52%
VAS
82
Vestmark Advisory Solutions
Massachusetts
$2.66M +$1M +24,438 +60%
NEPPG
83
New England Professional Planning Group
Rhode Island
$2.54M -$20.7M -503,186 -89%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$2.51M +$118K +2,879 +5%
CW
85
CreativeOne Wealth
Kansas
$2.47M +$1.15M +28,010 +87%
RDIA
86
RE Dickinson Investment Advisors
Iowa
$2.42M +$2.42M +59,007 New
PIA
87
Perennial Investment Advisors
California
$2.4M +$2.4M +58,517 New
VWA
88
Visionary Wealth Advisors
Illinois
$2.39M +$164K +3,989 +7%
M1FG
89
Mach-1 Financial Group
Arkansas
$2.34M +$2.34M +57 New
HCM
90
Hollencrest Capital Management
California
$2.32M +$6.32K +154 +0.3%
DIM
91
Delta Investment Management
California
$2.17M +$1.3M +31,710 +149%
CWM
92
Cornerstone Wealth Management
Missouri
$2.14M +$2.14M +52,168 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$2.14M -$269K -6,559 -11%
GWM
94
Geneos Wealth Management
Colorado
$2.12M +$53.1K +1,293 +3%
BWM
95
BCS Wealth Management
Tennessee
$2.01M -$1.38M -33,617 -41%
CSIC
96
Clifford Swan Investment Counsel
California
$2.01M – – –
SIA
97
SeaBridge Investment Advisors
New Jersey
$1.84M +$66.8K +1,627 +4%
LFAS
98
Level Four Advisory Services
Texas
$1.77M -$549K -13,380 -24%
Mariner
99
Mariner
Kansas
$1.76M -$1.23M -29,869 -41%
CA
100
Calton & Associates
Florida
$1.75M -$9.11K -222 -0.5%
2 3
4
5 6