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SPDR DoubleLine Total Return Tactical ETF
TOTL

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
$91.9M
2
LPL Financial
LPL Financial
California
$254M
3
OCM
One Capital Management
California
$14.4M
4
LGWM
Litman Gregory Wealth Management
California
$10.9M
5
EC
Estate Counselors
Wisconsin
$10.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.98M
2
Jane Street
Jane Street
New York
$1.25M
3
LFAS
Level Four Advisory Services
Texas
$7.17M
4
BCI
Brinker Capital Investments
Pennsylvania
$49M
5
Morgan Stanley
Morgan Stanley
New York
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$929K +$96.4K +1,995 +12%
FFA
177
First Foundation Advisors
California
$922K -$503K -10,420 -35%
OWA
178
Outlook Wealth Advisors
Texas
$880K +$5.6K +116 +0.6%
PA
179
Procyon Advisors
Connecticut
$875K +$277K +5,737 +46%
NAM
180
NTV Asset Management
West Virginia
$865K – – –
DIM
181
Delta Investment Management
California
$858K +$81.1K +1,679 +10%
HFS
182
Howard Financial Services
Texas
$853K -$46.1K -955 -5%
CWA
183
Capital Wealth Alliance
Arizona
$835K +$1.82K +38 +0.2%
DC
184
Davenport & Co
Virginia
$823K -$66.7K -1,380 -7%
EL
185
EQ LLC
Washington
$818K -$6.09K -126 -0.7%
MIAN
186
Mariner Independent Advisor Network
Kansas
$812K -$74.6K -1,543 -8%
SIC
187
Samalin Investment Counsel
New York
$805K +$47.2K +976 +6%
SWA
188
Stratos Wealth Advisors
Ohio
$802K +$50.5K +1,044 +7%
SAM
189
Summit Asset Management
Tennessee
$787K – – –
FM
190
Family Management
New York
$783K +$349K +7,220 +80%
SPIA
191
Steward Partners Investment Advisory
New York
$769K +$538K +11,127 +233%
FIM
192
Fernwood Investment Management
Massachusetts
$768K +$1.21K +25 +0.2%
HIS
193
Harvest Investment Services
Illinois
$759K -$2.37K -49 -0.3%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$757K -$766K – –
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$748K -$116K -2,404 -13%
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$743K -$580 -12 -0.1%
KeyBank National Association
197
KeyBank National Association
Ohio
$741K -$13.1K -270 -2%
SIM
198
Stratos Investment Management
Ohio
$733K -$35.8K -740 -5%
FA
199
Flagstar Advisors
New York
$724K +$724K +14,992 New
AF
200
Allworth Financial
California
$714K -$15.2K -315 -2%
6 7
8
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