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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
Bouchey Financial Group
New York
$23.5M
2
QA
Quantitative Advantage
Minnesota
$16.7M
3
ACI
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
AssetMark Inc
California
$10M
5
NEPPG
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
LPL Financial
California
$95.6M
2
IA
IFG Advisory
Georgia
$1.19M
3
Jane Street
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
5
PAG
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$1.04M -$44.3K -1,102 -4%
PFM
127
Peak Financial Management
Massachusetts
$1.02M +$135K +3,352 +15%
FPCG
128
Forum Private Client Group
Indiana
$1.02M -$61.2K -1,525 -6%
CAL
129
Capital Advisors Ltd
Ohio
$1.01M -$168K -4,191 -14%
SIA
130
Strategic Investment Advisors
Michigan
$1.01M +$311K +7,751 +44%
ACK
131
Andrew C. Karlinski
$996K -$331K -8,232 -25%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$984K +$14K +348 +1%
CA
133
CGN Advisors
Kansas
$941K +$941K +23,409 New
SIC
134
Samalin Investment Counsel
New York
$902K -$19.2K -478 -2%
FA
135
Flagstar Advisors
New York
$899K +$232K +5,762 +35%
TI
136
Tidal Investments
Wisconsin
$861K +$1.09K +27 +0.1%
Cerity Partners
137
Cerity Partners
New York
$846K -$3.07M -76,497 -78%
GWSG
138
GPS Wealth Strategies Group
Colorado
$840K +$74K +1,842 +10%
WWM
139
Western Wealth Management
Colorado
$839K -$200K -5,007 -19%
CAL
140
Capital Analysts LLC
Pennsylvania
$825K +$262K +6,526 +47%
HFS
141
Heritage Financial Services
Massachusetts
$823K -$697K -17,346 -46%
FS
142
Ferguson Shapiro
Georgia
$817K +$475K +11,829 +139%
DADC
143
D.A. Davidson & Co
Montana
$797K +$22.5K +561 +3%
DIM
144
Delta Investment Management
California
$785K -$16.4K -409 -2%
M
145
MOTCO
Texas
$769K -$3.62K -90 -0.5%
TFS
146
Thoroughbred Financial Services
Tennessee
$769K +$70K +1,743 +10%
JHCP
147
Jackson Hole Capital Partners
Oklahoma
$763K – – –
CA
148
Continuum Advisory
Idaho
$759K -$13.4K -334 -2%
KF
149
Krilogy Financial
Missouri
$743K -$1.01M -25,010 -57%
SAM
150
Summit Asset Management
Tennessee
$709K – – –
4 5
6
7 8