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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
OPS
2
Orion Portfolio Solutions
Nebraska
$89.9M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$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 %
Mariner
101
Mariner
Kansas
$2.08M 51,189 +8,326 +19%
LCM
102
Lunt Capital Management
Utah
$2.06M 50,882 +50,882 New
AI
103
Auour Investments
Massachusetts
$2.06M 50,682 +50,682 New
CSIC
104
Clifford Swan Investment Counsel
California
$1.98M 48,875 – –
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$1.9M 46,828 -3,072 -6%
CGFA
106
Colton Groome Financial Advisors
North Carolina
$1.86M 45,940 -20,313 -31%
MFG
107
Merit Financial Group
Georgia
$1.82M 44,878 -214,356 -83%
PIA
108
Perennial Investment Advisors
California
$1.79M 44,214 -14,303 -24%
NEPPG
109
New England Professional Planning Group
Rhode Island
$1.68M 41,491 -20,265 -33%
CA
110
Calton & Associates
Florida
$1.63M 40,279 -2,261 -5%
KAS
111
Kestra Advisory Services
Texas
$1.57M 38,632 +26,338 +214%
1IA
112
1620 Investment Advisors
Massachusetts
$1.5M 36,878 +480 +1%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.5M 36,917 -373 -1%
SAM
114
Summit Asset Management
Tennessee
$1.46M 35,885 -5,566 -13%
DCM
115
Dudley Capital Management
Virginia
$1.41M 34,865 -675 -2%
LFP
116
Leeward Financial Partners
Washington
$1.39M 34,189 +34,189 New
CFG
117
Cooper Financial Group
California
$1.38M 33,976 -7,592 -18%
CWM
118
Congress Wealth Management
Massachusetts
$1.37M 33,848 +9,658 +40%
ATFA
119
All Terrain Financial Advisors
Minnesota
$1.35M 33,300 -902 -3%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$1.31M 32,288 -33,206 -51%
JCM
121
Jacobi Capital Management
Pennsylvania
$1.31M 32,244 +985 +3%
LFAS
122
Level Four Advisory Services
Texas
$1.28M 31,498 -11,654 -27%
WFAG
123
Worth Financial Advisory Group
North Carolina
$1.27M 31,216 -131 -0.4%
BA
124
Ballew Advisors
Mississippi
$1.26M 31,349 – –
EWA
125
EP Wealth Advisors
California
$1.25M 53,014 +46,428 +705%
3 4
5
6 7