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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 132 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-9
Holders Change %
-3.01%
% of All Funds
6.31%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.83%
New
25
Increased
132
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$57.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$206M
3
CAI
3
Capital Advisors Inc
Oklahoma
$43.2M
4
Wells Fargo
4
Wells Fargo
California
$83.3M
5
KF
5
Krilogy Financial
Missouri
$9.84M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33.3M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$7.09M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$0
5
TW
5
Towerpoint Wealth
California
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
176
KeyBank National Association
Ohio
$491K +$1.23K +25 +0.3%
CF
177
Centaurus Financial
California
$471K +$448K +9,136 +1,977%
SPL
178
Smart Portfolios LLC
Washington
$468K +$40.2K +819 +9%
HCA
179
Harbour Capital Advisors
Virginia
$463K -$56.4K -1,150 -11%
BMCM
180
Bryn Mawr Capital Management
Pennsylvania
$451K +$75.4K +1,537 +20%
CA
181
Continuum Advisory
Idaho
$446K +$784 +16 +0.2%
AFM
182
Abbot Financial Management
Massachusetts
$443K +$443K +9,025 New
PP
183
PagnatoKarp Partners
Virginia
$442K +$4.81K +98 +1%
LCH
184
Lee Capital Holdings
New York
$441K -$162K -3,308 -27%
FF
185
Fluent Financial
Texas
$432K – – –
WWM
186
Western Wealth Management
Colorado
$429K +$68.9K +1,402 +19%
VF
187
Virtu Financial
New York
$426K -$116K -2,372 -21%
IWC
188
Integrated Wealth Concepts
Massachusetts
$421K +$83.3K +1,910 +25%
OAJ
189
Ogorek Anthony Joseph
New York
$395K – – –
IA
190
IFG Advisory
Georgia
$392K -$17.3K -354 -4%
OC
191
Oppenheimer & Co
New York
$381K +$68.3K +1,391 +22%
TCM
192
TD Capital Management
Tennessee
$366K -$24.5K -499 -6%
Comerica Bank
193
Comerica Bank
Texas
$365K -$21.5K -441 -6%
ATFA
194
All Terrain Financial Advisors
Minnesota
$345K +$42.6K +868 +14%
1IA
195
1834 Investment Advisors
Wisconsin
$327K +$3.05K +62 +0.9%
GIA
196
Gladstone Institutional Advisory
Florida
$311K +$311K +6,332 New
PWS
197
Paragon Wealth Strategies
Florida
$302K -$176K -3,597 -37%
JIP
198
Jaffetilchin Investment Partners
Florida
$302K +$2.55K +52 +0.9%
CAL
199
Capital Analysts LLC
Pennsylvania
$298K +$2.36K +48 +0.8%
FFA
200
Fragasso Financial Advisors
Pennsylvania
$291K +$9.14K +186 +3%
6 7
8
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