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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.61B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.93%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$464M
2
TA
2
Tectonic Advisors
Texas
$79.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$86.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$51M
5
RJA
5
Raymond James & Associates
Florida
$30.6M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$43.7M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$43.7M
3
JBA
3
Johnson Bixby & Associates
Washington
$21M
4
LPL Financial
4
LPL Financial
California
$88.7M
5
MW
5
MBL Wealth
North Carolina
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
76
Alternative Investment Advisors
Florida
$3.3M 85,350 +85,350 New
PWMAG
77
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M 82,131 +3,900 +5%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$3.16M 81,690 -19,278 -19%
KFGK
79
Keystone Financial Group (Kentucky)
Kentucky
$2.91M 75,328 -1,387 -2%
CWM
80
Cornerstone Wealth Management
Missouri
$2.89M 74,879 +7,864 +12%
RDIA
81
RE Dickinson Investment Advisors
Iowa
$2.79M 72,139 +5,767 +9%
FAIM
82
Financial Advocates Investment Management
Washington
$2.72M 70,268 -5,821 -8%
IGWM
83
ICA Group Wealth Management
Colorado
$2.59M 67,124 -6,493 -9%
WB
84
Webster Bank
Connecticut
$2.5M 64,757 -3,112 -5%
AF
85
Advisornet Financial
Minnesota
$2.47M 64,024 -5,715 -8%
EPWM
86
Essex Private Wealth Management
Massachusetts
$2.44M 63,098 +33,667 +114%
HFM
87
Hartford Financial Management
Connecticut
$2.44M 63,013 -37,661 -37%
VWA
88
Visionary Wealth Advisors
Illinois
$2.4M 62,106 +145 +0.2%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$2.27M 58,768 -339 -0.6%
VNA
90
Valley National Advisers
Pennsylvania
$2.23M 57,584 -16,897 -23%
SIA
91
SeaBridge Investment Advisors
New Jersey
$2.21M 57,181 +3,195 +6%
LCM
92
Lunt Capital Management
Utah
$2.2M 56,962 +6,080 +12%
AFP
93
Ausdal Financial Partners
Iowa
$2.17M 56,249 +2,824 +5%
HCM
94
Hollencrest Capital Management
California
$2.17M 56,043 -73 -0.1%
BWM
95
BCS Wealth Management
Tennessee
$2.15M 55,702 +2,182 +4%
CW
96
CreativeOne Wealth
Kansas
$2.07M 53,585 -2,609 -5%
TNA
97
True North Advisors
Texas
$2.05M 53,051 -1,854 -3%
GWM
98
Geneos Wealth Management
Colorado
$2.05M 53,008 -2,976 -5%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$2.04M 52,855 +6,027 +13%
AI
100
Auour Investments
Massachusetts
$1.98M 51,886 +1,204 +2%
2 3
4
5 6