TOTL icon

SPDR DoubleLine Total Return Tactical ETF

327 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 132 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+39
Holders Change %
+13.54%
% of All Funds
6.46%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.69%
New
65
Increased
132
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
176
Stratos Wealth Advisors
Ohio
$791K -$74.2K -1,515 -9%
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$786K +$2.25K +46 +0.3%
SG
178
StoneX Group
New York
$780K +$70.4K +1,437 +10%
William Blair & Company
179
William Blair & Company
Illinois
$758K
FIM
180
Freedom Investment Management
Connecticut
$754K -$7.79K -159 -1%
DWM
181
Dakota Wealth Management
Florida
$751K +$147 +3 +0%
CAN
182
Cetera Advisor Networks
California
$743K -$475K -9,648 -39%
PA
183
Procyon Advisors
Connecticut
$741K +$741K +15,126 New
AWM
184
AE Wealth Management
Kansas
$727K +$266K +5,425 +58%
SIC
185
Samalin Investment Counsel
New York
$717K +$717K +14,637 New
MWA
186
Moser Wealth Advisors
Washington
$710K +$710K +14,491 New
IAA
187
Independent Advisor Alliance
North Carolina
$678K +$678K +13,835 New
GFPC
188
Global Financial Private Client
Florida
$666K +$666K +13,598 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$664K
VCA
190
Verdence Capital Advisors
Maryland
$663K -$9.84K -201 -1%
EH
191
Equitable Holdings
New York
$650K +$650K +13,265 New
IWM
192
IHT Wealth Management
Illinois
$635K -$38.9K -793 -6%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$623K -$56.4K -1,150 -8%
IFG
194
Investors Financial Group
Minnesota
$611K +$611K +12,482 New
HPC
195
Hobart Private Capital
North Carolina
$595K -$46.9K -958 -7%
KWA
196
KCS Wealth Advisory
California
$583K +$1.71K +35 +0.3%
IWC
197
Integrated Wealth Concepts
Massachusetts
$581K -$22.7K -463 -4%
BPWA
198
Beacon Pointe Wealth Advisors
California
$580K -$611K -12,458 -51%
AFG
199
Albion Financial Group
Utah
$555K -$65.9K -1,346 -11%
HB
200
Homrich & Berg
Georgia
$526K -$88.6K -1,809 -14%