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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$9.71M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
151
Waterloo Capital
Texas
$897K +$47.5K +1,179 +6%
FHA
152
Flagship Harbor Advisors
Massachusetts
$882K +$341K +8,480 +63%
CA
153
Cornerstone Advisory
Maryland
$861K +$60.5K +1,503 +8%
SWM
154
SilverOak Wealth Management
Minnesota
$860K +$860K +21,377 New
CWM
155
Collaborative Wealth Management
Florida
$850K -$126K -3,138 -13%
LFAS
156
Level Four Advisory Services
Texas
$843K +$28.5K +707 +3%
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$840K -$2.19M -54,469 -72%
JIP
158
Jaffetilchin Investment Partners
Florida
$811K +$811K +20,151 New
FPCG
159
Forum Private Client Group
Indiana
$779K +$779K +19,347 New
RFS
160
Richardson Financial Services
Massachusetts
$735K +$735K +18,270 New
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$734K -$22.9K -570 -3%
SIA
162
Strategic Investment Advisors
Michigan
$713K +$127K +3,150 +22%
JHCP
163
Jackson Hole Capital Partners
Oklahoma
$713K – – –
KeyBank National Association
164
KeyBank National Association
Ohio
$703K +$12.2K +304 +2%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$700K -$5.96K -148 -0.8%
MML Investors Services
166
MML Investors Services
Massachusetts
$698K +$317K +7,861 +83%
BZWA
167
Blue Zone Wealth Advisors
California
$672K +$3.14K +78 +0.5%
FA
168
Flagstar Advisors
New York
$658K -$212K -5,274 -24%
CGFA
169
Colton Groome Financial Advisors
North Carolina
$658K -$868K -21,557 -57%
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$623K -$155K -3,844 -20%
HVM
171
Harvest Volatility Management
Connecticut
$613K – – –
GLA
172
Good Life Advisors
Pennsylvania
$608K +$62.2K +1,546 +11%
HFS
173
Heritage Financial Services
Massachusetts
$579K -$22.1K -549 -4%
FFS
174
Founders Financial Securities
Maryland
$579K +$56K +1,392 +11%
PCG
175
Prosperity Consulting Group
Maryland
$570K +$205K +5,089 +56%
5 6
7
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