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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

348 hedge funds and large institutions have $1.85B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-16
Holders Change %
-4.4%
% of All Funds
5.51%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.36%
New
34
Increased
94
Reduced
179
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
1
Janney Capital Management
Pennsylvania
$42.4M
2
LIG
2
Lokken Investment Group
Delaware
$3.88M
3
JBA
3
Johnson Bixby & Associates
Washington
$31.4M
4
TNA
4
True North Advisors
Texas
$3.02M
5
WAM
5
Weatherly Asset Management
California
$19.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$104M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$82.2M
4
WFA
4
WestHill Financial Advisors
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$1.46M -$22.3K -498 -2%
NPP
127
New Potomac Partners
Maryland
$1.45M -$17.9K -400 -1%
CA
128
Calton & Associates
Florida
$1.44M -$243K -5,429 -14%
CW
129
CreativeOne Wealth
Kansas
$1.42M -$108K -2,419 -7%
IIM
130
InTrack Investment Management
Vermont
$1.42M -$43.4K -970 -3%
AC
131
Addison Capital
Pennsylvania
$1.38M -$129K -2,891 -9%
WA
132
Winfield Associates
Ohio
$1.38M – – –
VAG
133
VisionPoint Advisory Group
Texas
$1.37M -$4.96K -115 -0.4%
FHA
134
Flagship Harbor Advisors
Massachusetts
$1.28M -$143K -3,187 -10%
William Blair & Company
135
William Blair & Company
Illinois
$1.27M +$396K +8,840 +45%
EPWM
136
Essex Private Wealth Management
Massachusetts
$1.24M -$549K -12,273 -31%
RTS
137
Round Table Services
New Jersey
$1.24M +$1.24M +27,765 New
SG
138
StoneX Group
New York
$1.22M +$70.6K +1,577 +6%
GSWM
139
Golden State Wealth Management
California
$1.21M -$145K -3,227 -11%
GFP
140
Guardian Financial Partners
California
$1.21M +$9.19K +211 +0.8%
CCA
141
Cobblestone Capital Advisors
New York
$1.2M -$4.93K -110 -0.4%
FPCG
142
Forum Private Client Group
Indiana
$1.16M +$1.16M +25,916 New
AWM
143
Avitas Wealth Management
California
$1.13M -$20.7K -463 -2%
LA
144
LexAurum Advisors
Kansas
$1.12M -$1.57M -35,108 -58%
DIM
145
Delta Investment Management
California
$1.12M +$326K +7,286 +41%
SIA
146
SeaBridge Investment Advisors
New Jersey
$1.09M +$16.8K +376 +2%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$1.08M +$117K +2,611 +12%
SAM
148
Summit Asset Management
Tennessee
$1.07M – – –
CAG
149
Csenge Advisory Group
Florida
$1.01M +$1.01M +22,524 New
WW
150
Waterfront Wealth
Kansas
$1M -$16.1K -364 -2%
4 5
6
7 8