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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

314 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 134 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
6.45%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.74%
New
32
Increased
134
Reduced
110
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$36.1M
2
LPL Financial
2
LPL Financial
California
$217M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$92.5M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$44.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$110M
2
MMA
2
Miracle Mile Advisors
California
$3.17M
3
DIP
3
DT Investment Partners
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$177M
5
WAG
5
Winthrop Advisory Group
Massachusetts
$9.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
126
Greatmark Investment Partners
Georgia
$2.22M +$101K +2,047 +5%
CA
127
Calton & Associates
Florida
$2.17M -$563K -11,354 -21%
PA
128
Perennial Advisors
New York
$2.17M +$602K +12,156 +38%
SAM
129
Stringer Asset Management
Tennessee
$2.1M +$2.1M +42,303 New
CAG
130
Curtis Advisory Group
California
$2.02M +$765K +15,434 +61%
SC
131
Savant Capital
Illinois
$1.92M -$43.4K -876 -2%
Stifel Financial
132
Stifel Financial
Missouri
$1.91M -$54.5K -1,099 -3%
GWM
133
Geneos Wealth Management
Colorado
$1.85M +$7.86K +159 +0.4%
AC
134
Addison Capital
Pennsylvania
$1.81M -$942 -19 -0.1%
MI
135
Moneywise Inc
Virginia
$1.79M -$256K -5,176 -13%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.78M – – –
AFM
137
Abbot Financial Management
Massachusetts
$1.77M +$3.52K +71 +0.2%
PFM
138
Peak Financial Management
Massachusetts
$1.65M -$148K -2,990 -8%
CPIG
139
Chicago Partners Investment Group
Illinois
$1.63M +$2.58K +52 +0.2%
NPP
140
New Potomac Partners
Maryland
$1.59M +$123K +2,475 +8%
WA
141
Winfield Associates
Ohio
$1.57M -$1.55M -31,270 -50%
MW
142
Marcum Wealth
Ohio
$1.55M -$8.17K -165 -0.5%
MIM
143
Macroview Investment Management
Maryland
$1.5M -$650K -13,112 -30%
CFG
144
Cooper Financial Group
California
$1.48M +$208K +4,196 +16%
GMA
145
Goldstein Munger & Associates
California
$1.46M -$61.2K -1,235 -4%
CCA
146
Cobblestone Capital Advisors
New York
$1.45M +$62.5K +1,261 +4%
LA
147
LexAurum Advisors
Kansas
$1.43M -$80K -1,615 -5%
GRP
148
Global Retirement Partners
California
$1.42M -$382K -7,715 -21%
BRWM
149
B. Riley Wealth Management
Tennessee
$1.42M -$4.61K -93 -0.3%
VAS
150
Vestmark Advisory Solutions
Massachusetts
$1.39M +$15.5K +313 +1%
4 5
6
7 8