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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

364 hedge funds and large institutions have $2.16B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
+$1.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$19.8M
2
BCI
Brinker Capital Investments
Pennsylvania
$57M
3
Cerity Partners
Cerity Partners
New York
$8.43M
4
Osaic Holdings
Osaic Holdings
Arizona
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M

Top Sellers

1
FWM
Focused Wealth Management
New York
$1.7M
2
BFG
Bouchey Financial Group
New York
$8.09M
3
VNA
Valley National Advisers
Pennsylvania
$17.8M
4
MFP
Meridian Financial Partners
Virginia
$206K
5
Wells Fargo
Wells Fargo
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$870K -$174K -3,684 -17%
HVM
177
Harvest Volatility Management
Connecticut
$865K +$865K +18,274 New
OWA
178
Outlook Wealth Advisors
Texas
$856K -$6.68K -141 -0.8%
MIAN
179
Mariner Independent Advisor Network
Kansas
$854K +$60.3K +1,276 +8%
DIM
180
Delta Investment Management
California
$835K -$5.49K -116 -0.7%
CWA
181
Capital Wealth Alliance
Arizona
$827K +$3.12K +66 +0.4%
SIC
182
Samalin Investment Counsel
New York
$823K +$34.1K +719 +4%
PFS
183
Prospera Financial Services
Texas
$804K +$118K +2,500 +17%
PA
184
Procyon Advisors
Connecticut
$792K -$65.4K -1,381 -8%
AWM
185
Axxcess Wealth Management
California
$792K +$792K +16,725 New
FA
186
Flagstar Advisors
New York
$788K +$78.2K +1,652 +11%
SIM
187
Stratos Investment Management
Ohio
$783K +$64.6K +1,365 +9%
FM
188
Family Management
New York
$767K – – –
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$766K -$757K – –
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$751K +$23.1K +488 +3%
BA
191
Ballew Advisors
Mississippi
$743K -$1.22M -26,025 -62%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$735K +$3.03K +64 +0.4%
KeyBank National Association
193
KeyBank National Association
Ohio
$733K +$7.1K +150 +1%
FIM
194
Fernwood Investment Management
Massachusetts
$723K -$29.4K -622 -4%
WWM
195
Western Wealth Management
Colorado
$722K +$722K +15,313 New
EFS
196
Essex Financial Services
Connecticut
$702K -$230K -4,850 -25%
AF
197
Allworth Financial
California
$699K – – –
DC
198
Davenport & Co
Virginia
$684K -$121K -2,566 -15%
UCB
199
United Community Bank
South Carolina
$677K +$677K +14,304 New
VCA
200
Verdence Capital Advisors
Maryland
$670K +$7.1K +150 +1%
6 7
8
9 10