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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$9.71M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
126
Delta Investment Management
California
$1.28M -$25.9K -644 -2%
FA
127
Fortis Advisors
Pennsylvania
$1.25M -$115K -2,847 -8%
GFP
128
Guardian Financial Partners
California
$1.23M +$16.5K +411 +1%
CWM
129
Congress Wealth Management
Massachusetts
$1.23M -$153K -3,792 -11%
PPP
130
Private Portfolio Partners
New Jersey
$1.22M +$590K +14,648 +94%
ATFA
131
All Terrain Financial Advisors
Minnesota
$1.21M -$61.1K -1,519 -5%
BWA
132
BlueChip Wealth Advisors
Georgia
$1.21M +$1.21M +30,127 New
PFM
133
Peak Financial Management
Massachusetts
$1.19M +$1.19M +29,577 New
RWM
134
Reston Wealth Management
Virginia
$1.17M -$41.4K -1,028 -3%
EPWM
135
Essex Private Wealth Management
Massachusetts
$1.14M -$1.4M -34,663 -55%
WFAG
136
Worth Financial Advisory Group
North Carolina
$1.14M -$37.5K -932 -3%
AWM
137
Avitas Wealth Management
California
$1.14M +$50.9K +1,264 +5%
TFA
138
Transamerica Financial Advisors
Florida
$1.1M +$77.2K +1,917 +8%
AC
139
Addison Capital
Pennsylvania
$1.1M +$269K +6,685 +33%
EWA
140
Exencial Wealth Advisors
Oklahoma
$1.09M -$418K -10,391 -28%
CHJWM
141
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$159 +4 +0%
WP
142
Westmount Partners
California
$1.04M +$80.5K +1,999 +8%
DCM
143
Dudley Capital Management
Virginia
$1.02M -$342K -8,490 -25%
CCA
144
Cobblestone Capital Advisors
New York
$1.01M -$152K -3,780 -13%
EWA
145
EverSource Wealth Advisors
Alabama
$977K +$858K +21,329 +723%
IGWM
146
ICA Group Wealth Management
Colorado
$975K -$1.73M -42,899 -64%
AWS
147
Atria Wealth Solutions
New York
$952K +$303K +7,536 +47%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$943K +$943K +23,425 New
M
149
MOTCO
Texas
$925K -$48K -1,192 -5%
FFN
150
Focus Financial Network
Minnesota
$907K +$80.4K +1,998 +10%
4 5
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