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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.61B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.93%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$464M
2
TA
2
Tectonic Advisors
Texas
$79.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$86.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$51M
5
RJA
5
Raymond James & Associates
Florida
$30.6M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$43.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$43.7M
3
JBA
3
Johnson Bixby & Associates
Washington
$21M
4
LPL Financial
4
LPL Financial
California
$88.7M
5
MW
5
MBL Wealth
North Carolina
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
126
Guardian Financial Partners
California
$1.17M +$1.17M +30,195 New
Citadel Advisors
127
Citadel Advisors
Florida
$1.16M +$486K +12,565 +72%
RWM
128
Reston Wealth Management
Virginia
$1.16M +$83.8K +2,167 +8%
WFAG
129
Worth Financial Advisory Group
North Carolina
$1.13M -$72.4K -1,874 -6%
Stifel Financial
130
Stifel Financial
Missouri
$1.12M +$111K +2,874 +11%
CCA
131
Cobblestone Capital Advisors
New York
$1.12M +$28.8K +746 +3%
MFG
132
Merit Financial Group
Georgia
$1.1M -$637K -16,479 -37%
EH
133
Equitable Holdings
New York
$1.07M -$31.2K -807 -3%
AWM
134
Avitas Wealth Management
California
$1.05M +$31.9K +825 +3%
CHJWM
135
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M -$37.5K -997 -4%
TFA
136
Transamerica Financial Advisors
Florida
$986K +$14.9K +386 +2%
MFGM
137
Marshall Financial Group (Maryland)
Maryland
$966K +$464 +12 +0%
CPRC
138
Consolidated Portfolio Review Corp
New York
$966K +$361K +9,346 +60%
CWM
139
Collaborative Wealth Management
Florida
$937K -$52K -1,345 -5%
M
140
MOTCO
Texas
$935K +$5.64K +146 +0.6%
WP
141
Westmount Partners
California
$923K +$55.5K +1,436 +6%
VCP
142
Verus Capital Partners
Arizona
$865K -$229K -5,931 -21%
EL
143
EQ LLC
Washington
$840K +$59.1K +1,528 +8%
FA
144
Flagstar Advisors
New York
$835K +$3.71K +96 +0.4%
WC
145
Waterloo Capital
Texas
$816K +$816K +21,118 New
BA
146
Ballew Advisors
Mississippi
$814K -$382K -10,000 -32%
FFN
147
Focus Financial Network
Minnesota
$794K +$40.1K +1,038 +5%
AC
148
Addison Capital
Pennsylvania
$794K +$88.9K +2,301 +13%
EWA
149
EP Wealth Advisors
California
$788K -$1.26M -32,616 -62%
LFAS
150
Level Four Advisory Services
Texas
$783K -$435K -11,250 -36%
4 5
6
7 8