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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

251 hedge funds and large institutions have $2.17B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.78%
New
19
Increased
98
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
$14M
2
PI
PFS Investments
Georgia
$22M
3
HI
Horizon Investments
North Carolina
$41.8M
4
MMA
Miracle Mile Advisors
California
$53.8M
5
GFPC
Global Financial Private Capital
Florida
$32.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$254M
2
UBS Group
UBS Group
Switzerland
$134M
3
Wells Fargo
Wells Fargo
California
$70.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
126
TCV Trust & Wealth Management
Virginia
$1.05M -$5.89M -123,962 -85%
AWM
127
Avitas Wealth Management
California
$1.01M +$1.01M +21,291 New
NCMW
128
Northern Capital Management (Wisconsin)
Wisconsin
$1.01M -$134K -2,810 -12%
IFWM
129
Institute for Wealth Management
Colorado
$957K -$49.8K -1,045 -5%
SWP
130
Stratos Wealth Partners
Ohio
$936K -$831K -17,481 -47%
EWF
131
Epstein & White Financial
California
$935K -$7.42M -155,848 -89%
LA
132
LexAurum Advisors
Kansas
$919K -$41.4K -871 -4%
DWM
133
Dakota Wealth Management
Florida
$853K -$47.5K -998 -5%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$818K +$50K +1,053 +7%
AP
135
Advisors Preferred
Maryland
$817K +$817K +17,185 New
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$816K -$1.25M -26,294 -61%
CCA
137
Cobblestone Capital Advisors
New York
$795K -$1.09M -22,858 -58%
UCFA
138
United Capital Financial Advisors
Texas
$766K -$538K -11,317 -41%
William Blair & Company
139
William Blair & Company
Illinois
$763K +$76K +1,599 +11%
AEPG
140
American Economic Planning Group
New Jersey
$758K +$12.2K +256 +2%
AC
141
Addison Capital
Pennsylvania
$750K -$76.1K -1,600 -9%
FHA
142
Flagship Harbor Advisors
Massachusetts
$745K +$194K +4,079 +35%
KWA
143
KCS Wealth Advisory
California
$734K +$270K +5,690 +58%
ANBT
144
American National Bank & Trust
Texas
$693K -$24K -504 -3%
HFM
145
Hartford Financial Management
Connecticut
$670K +$33K +694 +5%
LA
146
LVW Advisors
New York
$668K +$19K +400 +3%
OIA
147
OneDigital Investment Advisors
Kansas
$666K +$184K +3,874 +38%
AWM
148
AE Wealth Management
Kansas
$664K +$391K +8,223 +143%
CAN
149
Cetera Advisor Networks
California
$663K +$37.4K +786 +6%
HFA
150
Huber Financial Advisors
Illinois
$650K +$81K +1,704 +14%
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