TOTL icon

SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

251 hedge funds and large institutions have $2.17B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.78%
New
19
Increased
98
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$14M
2
PI
2
PFS Investments
Georgia
$22M
3
HI
3
Horizon Investments
North Carolina
$41.8M
4
MMA
4
Miracle Mile Advisors
California
$53.8M
5
GFPC
5
Global Financial Private Capital
Florida
$32.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$254M
2
UBS Group
2
UBS Group
Switzerland
$134M
3
Wells Fargo
3
Wells Fargo
California
$70.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
176
Sigma Planning Corp
Michigan
$323K +$6.41K +135 +2%
OC
177
Oppenheimer & Co
New York
$317K -$51.5K -1,084 -14%
OAJ
178
Ogorek Anthony Joseph
New York
$317K +$32.7K +689 +12%
LCH
179
Lee Capital Holdings
New York
$313K +$313K +6,591 New
BMCM
180
Bryn Mawr Capital Management
Pennsylvania
$307K – – –
1IA
181
1834 Investment Advisors
Wisconsin
$307K – – –
TFCP
182
Twin Focus Capital Partners
Massachusetts
$298K -$1.57K -33 -0.5%
BWP
183
Baldwin Wealth Partners
Massachusetts
$296K -$33.3K -700 -10%
JCM
184
Jacobi Capital Management
Pennsylvania
$287K +$31.1K +653 +12%
IWM
185
IHT Wealth Management
Illinois
$275K +$72.6K +1,527 +36%
ATC
186
Argent Trust Co
Tennessee
$270K -$29.8K -626 -10%
DAM
187
Deltec Asset Management
New York
$266K – – –
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$265K – – –
SPIA
189
Steward Partners Investment Advisory
New York
$249K -$637K -13,432 -72%
SBIA
190
Sheaff Brock Investment Advisors
Indiana
$238K – – –
SS
191
Simplicity Solutions
Minnesota
$234K +$234K +4,937 New
OFG
192
Oxford Financial Group
Indiana
$233K – – –
ATFA
193
All Terrain Financial Advisors
Minnesota
$230K +$47 +1 +0%
CB
194
Commerce Bank
Missouri
$230K +$230K +4,843 New
PWM
195
Paulson Wealth Management
Illinois
$226K – – –
DT
196
Diversified Trust
Tennessee
$214K – – –
FFA
197
Fragasso Financial Advisors
Pennsylvania
$206K – – –
WIM
198
Westside Investment Management
California
$190K – – –
GRP
199
Global Retirement Partners
California
$149K -$809 -17 -0.5%
RWP
200
RWA Wealth Partners
Massachusetts
$148K -$1.18M -24,795 -89%
6 7
8
9 10