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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$9.71M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIC
101
Clifford Swan Investment Counsel
California
$1.97M 48,875 – –
NS
102
NBC Securities
Alabama
$1.96M 48,658 -402 -0.8%
BFG
103
Bouchey Financial Group
New York
$1.96M 48,615 -672,748 -93%
AI
104
Auour Investments
Massachusetts
$1.93M 48,520 -3,366 -6%
MFG
105
Merit Financial Group
Georgia
$1.88M 46,828 +18,429 +65%
Comerica Bank
106
Comerica Bank
Texas
$1.86M 46,306 -819 -2%
QWM
107
Quadcap Wealth Management
Texas
$1.86M 46,291 +46,291 New
Stifel Financial
108
Stifel Financial
Missouri
$1.82M 45,271 +16,234 +56%
HWMC
109
Heritage Wealth Management (California)
California
$1.79M 44,515 +44,515 New
WB
110
Webster Bank
Connecticut
$1.76M 43,721 -21,036 -32%
EH
111
Equitable Holdings
New York
$1.74M 43,192 +15,599 +57%
CA
112
Calton & Associates
Florida
$1.67M 41,610 +41,610 New
UWM
113
USAdvisors Wealth Management
Minnesota
$1.64M 40,793 +40,793 New
VNA
114
Valley National Advisers
Pennsylvania
$1.64M 40,738 -16,846 -29%
FIM
115
Freedom Investment Management
Connecticut
$1.61M 40,033 -66,553 -62%
LFP
116
Leeward Financial Partners
Washington
$1.54M 38,302 +627 +2%
EIA
117
Eldridge Investment Advisors
New Hampshire
$1.46M 36,285 +36,285 New
JCM
118
Jacobi Capital Management
Pennsylvania
$1.45M 35,927 +1,816 +5%
1IA
119
1620 Investment Advisors
Massachusetts
$1.43M 35,641 -1,658 -4%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$1.39M 34,409 -47,281 -58%
RWA
121
Redhawk Wealth Advisors
Minnesota
$1.37M 34,105 +34,105 New
PIA
122
Perennial Investment Advisors
California
$1.37M 34,032 -8,554 -20%
CFG
123
Cooper Financial Group
California
$1.36M 33,747 -1,618 -5%
WP
124
WMS Partners
Maryland
$1.34M 33,307 -1,928 -5%
TFA
125
Tranquilli Financial Advisor
New Jersey
$1.31M 32,473 +1,024 +3%
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5
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