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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-9
Holders Change %
-3.01%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
25
Increased
132
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$57.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$206M
3
CAI
3
Capital Advisors Inc
Oklahoma
$43.2M
4
Wells Fargo
4
Wells Fargo
California
$83.3M
5
KF
5
Krilogy Financial
Missouri
$9.84M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33.3M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$7.09M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$0
5
TW
5
Towerpoint Wealth
California
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
151
Shepherd Financial Partners
Massachusetts
$825K +$4.32K +88 +0.5%
FIM
152
Fernwood Investment Management
Massachusetts
$819K – – –
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$796K +$3K +61 +0.4%
SAM
154
Summit Asset Management
Tennessee
$794K – – –
HIS
155
Harvest Investment Services
Illinois
$794K +$25.5K +520 +3%
FIM
156
Freedom Investment Management
Connecticut
$780K -$39.7K -808 -5%
DWM
157
Dakota Wealth Management
Florida
$752K -$11.7K -238 -2%
William Blair & Company
158
William Blair & Company
Illinois
$738K +$106K +2,156 +17%
AW
159
ACG Wealth
Georgia
$734K +$195K +3,975 +36%
BPWA
160
Beacon Pointe Wealth Advisors
California
$728K -$128K -2,600 -15%
AWM
161
AE Wealth Management
Kansas
$701K +$87.7K +1,787 +14%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$698K -$146K -2,985 -17%
VCA
163
Verdence Capital Advisors
Maryland
$669K +$255K +5,206 +62%
HB
164
Homrich & Berg
Georgia
$664K +$13.7K +279 +2%
UCFA
165
United Capital Financial Advisors
Texas
$652K -$299K -6,084 -31%
CFG
166
Cooper Financial Group
California
$643K +$27.3K +557 +4%
VFPI
167
Vantage Financial Partners (Illinois)
Illinois
$624K +$420K +8,550 +205%
IFWM
168
Institute for Wealth Management
Colorado
$622K -$19.3K -394 -3%
FFA
169
First Foundation Advisors
California
$610K – – –
KWA
170
KCS Wealth Advisory
California
$582K -$1.19M -24,195 -67%
SG
171
StoneX Group
New York
$578K +$49.9K +1,016 +9%
AFG
172
Albion Financial Group
Utah
$565K -$56.7K -1,157 -9%
JCM
173
Jacobi Capital Management
Pennsylvania
$521K +$126K +2,564 +32%
FHA
174
Flagship Harbor Advisors
Massachusetts
$509K -$5.98K -122 -1%
CCA
175
Cobblestone Capital Advisors
New York
$493K +$79.5K +1,620 +19%
5 6
7
8 9