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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

204 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
5.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
25
Increased
109
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$37.6M
2
PWAG
2
Polaris Wealth Advisory Group
California
$34.9M
3
DIP
3
DT Investment Partners
Pennsylvania
$53.8M
4
Bank of America
4
Bank of America
North Carolina
$218M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$18.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
LPL Financial
2
LPL Financial
California
$95.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M
5
UBS Group
5
UBS Group
Switzerland
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
151
Homrich & Berg
Georgia
$342K -$180K -3,657 -34%
ECM
152
ETrade Capital Management
Virginia
$327K +$327K +6,638 New
IWA
153
Intercontinental Wealth Advisors
Texas
$324K +$324K +6,574 New
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$312K +$37.2K +756 +14%
WEC
155
Winslow Evans & Crocker
Massachusetts
$308K -$14.8K -300 -5%
NWP
156
Northstar Wealth Partners
Connecticut
$294K +$23.4K +478 +9%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$291K +$7.93K +161 +3%
Millennium Management
158
Millennium Management
New York
$288K -$638K -12,948 -69%
CI
159
Cavalier Investments
Georgia
$287K – – –
ICOA
160
Investment Centers of America
North Dakota
$281K -$14.8K -299 -5%
AFP
161
Ausdal Financial Partners
Iowa
$281K +$281K +5,719 New
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$274K – – –
MC
163
Moors & Cabot
Massachusetts
$270K +$11.7K +238 +5%
NIM
164
Northeast Investment Management
Massachusetts
$251K – – –
SB
165
Suntrust Banks
Georgia
$247K -$220K -4,454 -47%
SBIA
166
Sheaff Brock Investment Advisors
Indiana
$246K – – –
OFG
167
Oxford Financial Group
Indiana
$241K – – –
OMC
168
Old Mission Capital
Illinois
$236K -$252K -5,135 -52%
CL
169
Choreo LLC
Illinois
$224K – – –
AA
170
Ancora Advisors
Ohio
$217K – – –
LJAC
171
L.J. Altfest & Co
New York
$217K +$1.53K +31 +0.7%
UAS
172
United Asset Strategies
New York
$215K -$52K -1,055 -19%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$209K -$22.9K -467 -10%
OAJ
174
Ogorek Anthony Joseph
New York
$209K – – –
HWA
175
HCR Wealth Advisors
California
$205K -$14.8K -300 -7%
5 6
7
8 9