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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 %
Mariner
101
Mariner
Kansas
$1.9M 49,229 -1,960 -4%
NS
102
NBC Securities
Alabama
$1.9M 49,060 +49,060 New
CSIC
103
Clifford Swan Investment Counsel
California
$1.89M 48,875 – –
Comerica Bank
104
Comerica Bank
Texas
$1.82M 47,125 +47,125 New
KAS
105
Kestra Advisory Services
Texas
$1.74M 45,120 +6,488 +17%
NEPPG
106
New England Professional Planning Group
Rhode Island
$1.7M 44,104 +2,613 +6%
PIA
107
Perennial Investment Advisors
California
$1.65M 42,586 -1,628 -4%
CGFA
108
Colton Groome Financial Advisors
North Carolina
$1.46M 37,897 -8,043 -18%
LFP
109
Leeward Financial Partners
Washington
$1.46M 37,675 +3,486 +10%
EWA
110
Exencial Wealth Advisors
Oklahoma
$1.45M 37,428 -53,203 -59%
1IA
111
1620 Investment Advisors
Massachusetts
$1.44M 37,299 +421 +1%
SAM
112
Summit Asset Management
Tennessee
$1.39M 35,889 +4 +0%
CFG
113
Cooper Financial Group
California
$1.37M 35,365 +1,389 +4%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.36M 35,289 -1,628 -4%
WP
115
WMS Partners
Maryland
$1.36M 35,235 +5,264 +18%
CWM
116
Congress Wealth Management
Massachusetts
$1.32M 34,229 +381 +1%
JCM
117
Jacobi Capital Management
Pennsylvania
$1.32M 34,111 +1,867 +6%
DCM
118
Dudley Capital Management
Virginia
$1.31M 33,940 -925 -3%
FA
119
Fortis Advisors
Pennsylvania
$1.31M 33,931 -163,108 -83%
MW
120
MBL Wealth
North Carolina
$1.31M 33,776 -197,644 -85%
CAL
121
Capital Analysts LLC
Pennsylvania
$1.3M 33,706 +6,002 +22%
DIM
122
Delta Investment Management
California
$1.25M 32,337 -23,142 -42%
ATFA
123
All Terrain Financial Advisors
Minnesota
$1.22M 31,655 -1,645 -5%
TFA
124
Tranquilli Financial Advisor
New Jersey
$1.22M 31,449 +1,331 +4%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$1.18M 30,525 -1,763 -5%
3 4
5
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