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SPDR DoubleLine Total Return Tactical ETF

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$748K -$26.1K -639 -3%
BZWA
152
Blue Zone Wealth Advisors
California
$736K -$95.1K -2,319 -11%
JHCP
153
Jackson Hole Capital Partners
Oklahoma
$726K -$13K -317 -2%
HIG
154
Herr Investment Group
Texas
$719K
SFWC
155
Strategic Family Wealth Counselors
New Jersey
$719K +$184K +4,478 +34%
AC
156
Addison Capital
Pennsylvania
$716K -$534K -13,009 -43%
KeyBank National Association
157
KeyBank National Association
Ohio
$697K
ARC
158
Advisor Resource Council
Texas
$695K +$695K +16,921 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$684K +$192K +4,669 +39%
Citigroup
160
Citigroup
New York
$677K +$453K +11,047 +203%
CA
161
Continuum Advisory
Idaho
$665K -$56.6K -1,380 -8%
SG
162
StoneX Group
New York
$655K +$21.3K +518 +3%
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$607K +$86.1K +2,098 +17%
VCA
164
Verdence Capital Advisors
Maryland
$607K +$4.35K +106 +0.7%
UCB
165
United Community Bank
South Carolina
$591K +$17K +415 +3%
SIC
166
Samalin Investment Counsel
New York
$588K -$207K -5,041 -26%
CPWMP
167
Cardinal Point Wealth Management Partners
California
$582K -$72.8K -1,775 -11%
CPCM
168
Cardinal Point Capital Management
Ontario, Canada
$582K -$72.8K -1,775 -11%
SFC
169
SYM Financial Corp
Indiana
$582K -$1.01M -24,498 -63%
SAG
170
SageView Advisory Group
California
$577K -$54.4K -1,326 -9%
SB
171
Strategic Blueprint
Georgia
$573K -$1.64M -39,976 -74%
TFS
172
Thoroughbred Financial Services
Tennessee
$568K -$89K -2,171 -14%
AWS
173
Atria Wealth Solutions
New York
$559K +$225K +5,472 +67%
TC
174
Trilogy Capital
California
$557K +$186K +4,540 +50%
CAL
175
Capital Advisors Ltd
Ohio
$537K -$287K -6,979 -35%