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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$91.9M
2
LPL Financial
2
LPL Financial
California
$254M
3
OCM
3
One Capital Management
California
$14.4M
4
LGWM
4
Litman Gregory Wealth Management
California
$10.9M
5
EC
5
Estate Counselors
Wisconsin
$10.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.98M
2
Jane Street
2
Jane Street
New York
$1.25M
3
LFAS
3
Level Four Advisory Services
Texas
$7.17M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$49M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$3.14M +$164K +3,389 +6%
AWA
102
Arkadios Wealth Advisors
Georgia
$3.09M -$548K -11,337 -15%
SA
103
Shilanski & Associates
Alaska
$2.91M +$216K +4,466 +8%
Stifel Financial
104
Stifel Financial
Missouri
$2.9M -$117K -2,416 -4%
CSIC
105
Clifford Swan Investment Counsel
California
$2.89M +$430K +9,000 +17%
MWM
106
Minot Wealth Management
Massachusetts
$2.86M -$1.08M -22,437 -27%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.81M -$68.2K -1,411 -2%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$2.7M -$172K -3,565 -6%
Mariner
109
Mariner
Kansas
$2.69M -$24K -496 -0.9%
GWM
110
Geneos Wealth Management
Colorado
$2.63M +$249K +5,165 +10%
CAG
111
Curtis Advisory Group
California
$2.61M -$887K -18,351 -25%
CAL
112
Capital Advisors Ltd
Ohio
$2.56M -$327K -6,761 -11%
AF
113
Advisornet Financial
Minnesota
$2.54M +$1.59M +32,993 +169%
EPWM
114
Essex Private Wealth Management
Massachusetts
$2.42M -$158K -3,272 -6%
CWM
115
Cornerstone Wealth Management
Missouri
$2.42M +$137K +2,837 +6%
FFS
116
Founders Financial Securities
Maryland
$2.36M +$551K +11,406 +30%
LA
117
LexAurum Advisors
Kansas
$2.35M +$3.82K +79 +0.2%
HI
118
Horizon Investments
North Carolina
$2.34M -$1.26M -26,167 -35%
PA
119
Perennial Advisors
New York
$2.33M -$136K -2,811 -6%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.29M -$194K -4,020 -8%
ACP
121
Aveo Capital Partners
Colorado
$2.2M +$172K +3,568 +9%
WAG
122
Winthrop Advisory Group
Massachusetts
$2.18M -$926K -19,157 -30%
HFM
123
Hartford Financial Management
Connecticut
$2.18M -$1.9M -39,381 -47%
GIP
124
Greatmark Investment Partners
Georgia
$2.16M -$31.9K -660 -1%
JWCA
125
J.W. Cole Advisors
Florida
$2.04M +$532K +11,142 +35%
3 4
5
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