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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
Bouchey Financial Group
New York
$23.5M
2
QA
Quantitative Advantage
Minnesota
$16.7M
3
ACI
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
AssetMark Inc
California
$10M
5
NEPPG
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
LPL Financial
California
$95.6M
2
IA
IFG Advisory
Georgia
$1.19M
3
Jane Street
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
5
PAG
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
151
StoneX Group
New York
$707K -$14K -349 -2%
KeyBank National Association
152
KeyBank National Association
Ohio
$682K -$60.2K -1,500 -8%
OWA
153
Outlook Wealth Advisors
Texas
$679K -$15.8K -392 -2%
SWP
154
Stratos Wealth Partners
Ohio
$673K +$4.34K +108 +0.6%
OWA
155
Opal Wealth Advisors
New York
$670K +$144K +3,594 +27%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$641K +$1.17K +29 +0.2%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$629K -$10.8K -270 -2%
FIM
158
Fernwood Investment Management
Massachusetts
$614K +$121 +3 +0%
AF
159
Allworth Financial
California
$611K +$161 +4 +0%
P
160
Palladiem
Pennsylvania
$609K – – –
BFA
161
Beaumont Financial Advisors
Massachusetts
$605K -$56.7K -1,410 -9%
SC
162
Savant Capital
Illinois
$599K -$82.5K -2,051 -12%
CPIA
163
Cornell Pochily Investment Advisors
New York
$576K -$118K -2,940 -17%
UCB
164
United Community Bank
South Carolina
$562K -$4.62K -115 -0.8%
EL
165
EQ LLC
Washington
$550K +$7.11K +177 +1%
VCA
166
Verdence Capital Advisors
Maryland
$529K +$5.47K +136 +1%
OMC
167
Old Mission Capital
Illinois
$523K -$850K -21,176 -62%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$521K +$20.3K +506 +4%
FFA
169
First Foundation Advisors
California
$520K -$248K -6,157 -32%
OWM
170
OneAscent Wealth Management
Alabama
$519K -$213K -5,306 -29%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$519K +$3.26K +81 +0.6%
IIM
172
InTrack Investment Management
Vermont
$512K – – –
NAM
173
NTV Asset Management
West Virginia
$510K – – –
FCCM
174
First City Capital Management
Georgia
$477K -$81.3K -2,024 -15%
MIAN
175
Mariner Independent Advisor Network
Kansas
$475K -$267K -6,641 -36%
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