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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$209M
2
HI
2
Horizon Investments
North Carolina
$44M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
TNA
4
True North Advisors
Texas
$27.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$83.6M
2
Wells Fargo
2
Wells Fargo
California
$29.9M
3
EC
3
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
4
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
126
Transamerica Financial Advisors
Florida
$1.15M -$36.5K -911 -3%
WW
127
Waterfront Wealth
Kansas
$1.15M +$53K +1,286 +5%
RWM
128
Reston Wealth Management
Virginia
$1.12M -$281K -7,009 -20%
ATFA
129
All Terrain Financial Advisors
Minnesota
$1.1M -$317K -7,919 -22%
MLA
130
My Legacy Advisors
Oregon
$1.08M +$1.08M +26,064 New
WFAG
131
Worth Financial Advisory Group
North Carolina
$1.06M +$1.06M +26,433 New
AWM
132
Avitas Wealth Management
California
$1.04M -$5.93K -148 -0.6%
SIA
133
Strategic Investment Advisors
Michigan
$1.03M +$26K +650 +3%
CWM
134
Connecticut Wealth Management
Connecticut
$1.03M -$611K -15,254 -37%
CWM
135
Congress Wealth Management
Massachusetts
$1.03M -$2.41M -60,120 -70%
KAS
136
Kestra Advisory Services
Texas
$1.03M +$1.03M +25,628 New
FPCG
137
Forum Private Client Group
Indiana
$1.01M – – –
EWA
138
EP Wealth Advisors
California
$1.01M +$1.01M +25,283 New
Baird Financial Group
139
Baird Financial Group
Wisconsin
$1.01M -$29.8K -743 -3%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$972K +$972K +24,274 New
EH
141
Equitable Holdings
New York
$956K +$686K +17,132 +254%
WP
142
Westmount Partners
California
$918K +$918K +22,918 New
CCA
143
Cobblestone Capital Advisors
New York
$914K -$126K -3,150 -12%
FA
144
Flagstar Advisors
New York
$891K -$4.65K -116 -0.5%
DIM
145
Delta Investment Management
California
$853K +$70.7K +1,765 +9%
BZWA
146
Blue Zone Wealth Advisors
California
$811K -$736K -18,393 -48%
IA
147
IFG Advisory
Georgia
$810K -$372K -9,302 -31%
CAL
148
Capital Advisors Ltd
Ohio
$803K -$206K -5,157 -20%
M
149
MOTCO
Texas
$777K +$11.7K +292 +2%
CPIG
150
Chicago Partners Investment Group
Illinois
$776K +$356K +8,679 +85%
4 5
6
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