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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
1
Bouchey Financial Group
New York
$23.5M
2
QA
2
Quantitative Advantage
Minnesota
$16.7M
3
ACI
3
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
4
AssetMark Inc
California
$10M
5
NEPPG
5
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$95.6M
2
IA
2
IFG Advisory
Georgia
$1.19M
3
Jane Street
3
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11M
5
PAG
5
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$1.58M -$53.7K -1,336 -3%
BZWA
102
Blue Zone Wealth Advisors
California
$1.55M -$738K -18,359 -32%
NPP
103
New Potomac Partners
Maryland
$1.54M -$4.02K -100 -0.3%
CWM
104
Collaborative Wealth Management
Florida
$1.5M -$104K -2,593 -6%
SAG
105
Spotlight Asset Group
Illinois
$1.48M +$1.48M +37,795 New
CFG
106
Cooper Financial Group
California
$1.48M +$40.3K +1,004 +3%
ATFA
107
All Terrain Financial Advisors
Minnesota
$1.43M -$87.7K -2,182 -6%
RWM
108
Reston Wealth Management
Virginia
$1.4M +$34K +846 +2%
VCP
109
Verus Capital Partners
Arizona
$1.38M +$858K +21,351 +164%
CA
110
Calton & Associates
Florida
$1.36M +$60K +1,493 +5%
JCM
111
Jacobi Capital Management
Pennsylvania
$1.33M -$32K -797 -2%
CW
112
CreativeOne Wealth
Kansas
$1.31M +$68.7K +1,709 +6%
EPWM
113
Essex Private Wealth Management
Massachusetts
$1.26M +$227K +5,648 +22%
CAG
114
Curtis Advisory Group
California
$1.24M -$189K -4,705 -13%
AC
115
Addison Capital
Pennsylvania
$1.23M -$7.83K -195 -0.6%
BA
116
Ballew Advisors
Mississippi
$1.22M -$3.51K -88 -0.3%
CM
117
Columbus Macro
Pennsylvania
$1.21M +$37K +920 +3%
TFA
118
Transamerica Financial Advisors
Florida
$1.2M -$52K -1,293 -4%
IA
119
IFG Advisory
Georgia
$1.19M -$7.38M -183,644 -86%
Stifel Financial
120
Stifel Financial
Missouri
$1.14M -$589K -14,651 -34%
GFP
121
Guardian Financial Partners
California
$1.13M +$12.5K +310 +1%
IDA
122
Intelligence Driven Advisers
California
$1.1M -$727K -18,088 -40%
WW
123
Waterfront Wealth
Kansas
$1.06M +$156K +3,938 +17%
AWM
124
Avitas Wealth Management
California
$1.05M +$25.3K +629 +2%
CCA
125
Cobblestone Capital Advisors
New York
$1.04M -$26.9K -670 -3%
3 4
5
6 7