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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$209M
2
HI
Horizon Investments
North Carolina
$44M
3
Bank of America
Bank of America
North Carolina
$110M
4
TNA
True North Advisors
Texas
$27.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
LPL Financial
California
$83.6M
2
Wells Fargo
Wells Fargo
California
$29.9M
3
EC
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
151
Samalin Investment Counsel
New York
$776K -$123K -3,069 -14%
CAL
152
Capital Analysts LLC
Pennsylvania
$744K -$78.7K -1,965 -10%
HVM
153
Harvest Volatility Management
Connecticut
$732K – – –
DADC
154
D.A. Davidson & Co
Montana
$729K -$65.5K -1,635 -8%
JHCP
155
Jackson Hole Capital Partners
Oklahoma
$722K -$39K -975 -5%
EP
156
Essential Planning
New Hampshire
$717K +$717K +18,056 New
CA
157
Continuum Advisory
Idaho
$704K -$52.2K -1,303 -7%
HIG
158
Herr Investment Group
Texas
$702K +$702K +17,522 New
SWM
159
Stapp Wealth Management
Washington
$692K +$668K +16,675 +2,734%
OWA
160
Outlook Wealth Advisors
Texas
$683K +$6.65K +166 +1%
KeyBank National Association
161
KeyBank National Association
Ohio
$680K – – –
RA
162
Rockingstone Advisors
Massachusetts
$650K +$650K +16,240 New
TFA
163
Tranquilli Financial Advisor
New Jersey
$646K +$646K +16,125 New
TFS
164
Thoroughbred Financial Services
Tennessee
$641K -$125K -3,121 -16%
CPWMP
165
Cardinal Point Wealth Management Partners
California
$639K -$7.4M -184,756 -92%
CPCM
166
Cardinal Point Capital Management
Ontario, Canada
$639K +$639K +15,950 New
MA
167
Mutual Advisors
Nebraska
$637K +$637K +15,901 New
SG
168
StoneX Group
New York
$619K -$86.2K -2,152 -12%
EL
169
EQ LLC
Washington
$618K +$69.9K +1,745 +13%
SAG
170
SageView Advisory Group
California
$616K +$616K +15,379 New
P
171
Palladiem
Pennsylvania
$607K – – –
GWSG
172
GPS Wealth Strategies Group
Colorado
$596K -$241K -6,020 -29%
VCA
173
Verdence Capital Advisors
Maryland
$588K +$60.7K +1,515 +12%
MML Investors Services
174
MML Investors Services
Massachusetts
$575K -$1.67M -41,698 -74%
UCB
175
United Community Bank
South Carolina
$560K – – –
5 6
7
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