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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$209M
2
HI
Horizon Investments
North Carolina
$44M
3
Bank of America
Bank of America
North Carolina
$110M
4
TNA
True North Advisors
Texas
$27.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
LPL Financial
California
$83.6M
2
Wells Fargo
Wells Fargo
California
$29.9M
3
EC
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
Navalign LLC
California
$553K +$553K +13,805 New
PFM
177
Peak Financial Management
Massachusetts
$550K -$468K -11,681 -46%
GWP
178
Gateway Wealth Partners
Wisconsin
$538K +$538K +13,446 New
SC
179
Savant Capital
Illinois
$528K -$68.6K -1,712 -11%
SFWC
180
Strategic Family Wealth Counselors
New Jersey
$522K +$5.53K +138 +1%
WA
181
Waterford Advisors
New York
$522K +$522K +13,041 New
Verition Fund Management
182
Verition Fund Management
Connecticut
$521K +$200K +5,000 +63%
YAL
183
Your Advocates Ltd
Texas
$515K +$498K +12,434 +2,845%
IIM
184
InTrack Investment Management
Vermont
$511K – – –
NAM
185
NTV Asset Management
West Virginia
$509K – – –
OWA
186
Opal Wealth Advisors
New York
$508K -$159K -3,971 -24%
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$508K -$119K -2,969 -19%
FFA
188
First Foundation Advisors
California
$498K -$20K -500 -4%
CPIA
189
Cornell Pochily Investment Advisors
New York
$496K -$77.6K -1,937 -14%
Citadel Advisors
190
Citadel Advisors
Florida
$494K -$1.88M -46,838 -79%
ACP
191
Aveo Capital Partners
Colorado
$494K +$22.8K +569 +5%
WWM
192
Western Wealth Management
Colorado
$483K -$357K -8,903 -42%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$480K +$75.6K +1,891 +19%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$480K +$20.8K +520 +5%
FCCM
195
First City Capital Management
Georgia
$460K -$15.4K -385 -3%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$459K – – –
BFA
197
Beaumont Financial Advisors
Massachusetts
$458K -$144K -3,604 -24%
TW
198
Towerpoint Wealth
California
$452K -$21.8K -545 -5%
FFS
199
Founders Financial Securities
Maryland
$452K +$452K +11,277 New
FIM
200
Fernwood Investment Management
Massachusetts
$447K -$165K -4,109 -27%
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