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SPDR DoubleLine Total Return Tactical ETF

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
126
Cobblestone Capital Advisors
New York
$1.11M +$170K +4,146 +18%
MLA
127
My Legacy Advisors
Oregon
$1.1M +$27.3K +666 +3%
Stifel Financial
128
Stifel Financial
Missouri
$1.09M -$286K -6,972 -21%
AWM
129
Avitas Wealth Management
California
$1.05M -$10.1K -245 -0.9%
TFA
130
Transamerica Financial Advisors
Florida
$1.04M -$139K -3,380 -12%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$1.04M -$491K -11,974 -32%
TFA
132
Tranquilli Financial Advisor
New Jersey
$1.04M +$378K +9,217 +57%
FPCG
133
Forum Private Client Group
Indiana
$1.03M -$12.4K -303 -1%
CWM
134
Congress Wealth Management
Massachusetts
$993K -$61.7K -1,504 -6%
EH
135
Equitable Holdings
New York
$992K +$12K +292 +1%
CAL
136
Capital Analysts LLC
Pennsylvania
$986K +$223K +5,443 +29%
RA
137
RFG Advisory
Alabama
$974K +$974K +23,749 New
COCM
138
Charter Oak Capital Management
New Hampshire
$973K -$490K -11,944 -33%
EWA
139
EP Wealth Advisors
California
$954K -$2.71M -18,697 -74%
WP
140
Westmount Partners
California
$948K +$7.18K +175 +0.8%
M
141
MOTCO
Texas
$945K +$149K +3,629 +19%
SIA
142
Strategic Investment Advisors
Michigan
$945K -$115K -2,797 -11%
FA
143
Flagstar Advisors
New York
$904K -$8.74K -213 -1%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$873K +$633K +15,439 +264%
EL
145
EQ LLC
Washington
$848K +$215K +5,248 +34%
IA
146
IFG Advisory
Georgia
$789K -$42.3K -1,031 -5%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$780K -$255K -6,211 -25%
ACP
148
Aveo Capital Partners
Colorado
$776K +$269K +6,563 +53%
MFGM
149
Marshall Financial Group (Maryland)
Maryland
$750K +$522K +12,726 +229%
HVM
150
Harvest Volatility Management
Connecticut
$750K