TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$89.9M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
151
Focus Financial Network
Minnesota
$791K +$791K +19,508 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$763K +$87.1K +2,149 +13%
SIA
153
Strategic Investment Advisors
Michigan
$747K -$187K -4,616 -20%
AC
154
Addison Capital
Pennsylvania
$740K +$32.6K +804 +5%
SFWC
155
Strategic Family Wealth Counselors
New Jersey
$740K +$29.4K +726 +4%
HFS
156
Heritage Financial Services
Massachusetts
$738K +$738K +18,189 New
CPIG
157
Chicago Partners Investment Group
Illinois
$723K -$6.18K -155 -0.8%
JHCP
158
Jackson Hole Capital Partners
Oklahoma
$718K – – –
Citadel Advisors
159
Citadel Advisors
Florida
$712K +$427K +10,521 +149%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$710K -$60.7K -1,498 -8%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$694K -$334K -8,230 -32%
KeyBank National Association
162
KeyBank National Association
Ohio
$691K +$2.03K +50 +0.3%
BZWA
163
Blue Zone Wealth Advisors
California
$640K -$87.6K -2,159 -12%
CPRC
164
Consolidated Portfolio Review Corp
New York
$634K +$299K +7,367 +89%
SAG
165
SageView Advisory Group
California
$628K +$58.5K +1,443 +10%
HVM
166
Harvest Volatility Management
Connecticut
$618K -$123K -3,040 -17%
COCM
167
Charter Oak Capital Management
New Hampshire
$612K -$349K -8,613 -36%
VCA
168
Verdence Capital Advisors
Maryland
$606K +$6.45K +159 +1%
CA
169
Cornerstone Advisory
Maryland
$603K +$603K +14,881 New
AWS
170
Atria Wealth Solutions
New York
$599K +$45.8K +1,130 +8%
UCB
171
United Community Bank
South Carolina
$598K +$13.4K +330 +2%
OWA
172
Opal Wealth Advisors
New York
$587K +$56.6K +1,397 +11%
PFM
173
Peak Financial Management
Massachusetts
$581K +$190K +4,697 +49%
Citigroup
174
Citigroup
New York
$572K -$96.8K -2,386 -14%
WWM
175
Western Wealth Management
Colorado
$571K +$194K +4,780 +51%
5 6
7
8 9