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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$89.9M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NPP
76
New Potomac Partners
Maryland
$3.14M 77,422 +5,537 +8%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$3.11M 76,715 +76,715 New
VAS
78
Vestmark Advisory Solutions
Massachusetts
$3.1M 76,439 +11,487 +18%
FAIM
79
Financial Advocates Investment Management
Washington
$3.09M 76,089 +5,524 +8%
VNA
80
Valley National Advisers
Pennsylvania
$3.02M 74,481 -22,812 -23%
IGWM
81
ICA Group Wealth Management
Colorado
$2.99M 73,617 -8,460 -10%
VFG
82
V2 Financial group
Illinois
$2.87M 70,709 +30,490 +76%
Jane Street
83
Jane Street
New York
$2.84M 69,956 +69,956 New
AF
84
Advisornet Financial
Minnesota
$2.83M 69,739 +1,319 +2%
EC
85
Estate Counselors
Wisconsin
$2.79M 68,720 +39,820 +138%
AWS
86
AJ Wealth Strategies
New York
$2.76M 68,156 – –
WB
87
Webster Bank
Connecticut
$2.75M 67,869 -5,027 -7%
CWM
88
Cornerstone Wealth Management
Missouri
$2.72M 67,015 +14,847 +28%
RDIA
89
RE Dickinson Investment Advisors
Iowa
$2.69M 66,372 +7,365 +12%
VWA
90
Visionary Wealth Advisors
Illinois
$2.51M 61,961 +3,758 +6%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$2.4M 59,107 -2,076 -3%
CW
92
CreativeOne Wealth
Kansas
$2.28M 56,194 -3,869 -6%
HCM
93
Hollencrest Capital Management
California
$2.28M 56,116 -377 -0.7%
GWM
94
Geneos Wealth Management
Colorado
$2.27M 55,984 +4,315 +8%
DIM
95
Delta Investment Management
California
$2.25M 55,479 +2,475 +5%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.23M 55,085 +2,935 +6%
TNA
97
True North Advisors
Texas
$2.23M 54,905 -15,638 -22%
SIA
98
SeaBridge Investment Advisors
New Jersey
$2.19M 53,986 +9,118 +20%
BWM
99
BCS Wealth Management
Tennessee
$2.17M 53,520 +4,499 +9%
AFP
100
Ausdal Financial Partners
Iowa
$2.17M 53,425 +40,636 +318%
2 3
4
5 6