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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
-$729K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$317M
2
SEIA
Signature Estate & Investment Advisors
California
+$49.7M
3
OPS
Orion Portfolio Solutions
Nebraska
+$42.9M
4
Morgan Stanley
Morgan Stanley
New York
+$28.3M
5
AT
Arden Trust
Delaware
+$26.4M

Top Sellers

1
TNA
True North Advisors
Texas
-$24.9M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$21M
3
NEPPG
New England Professional Planning Group
Rhode Island
-$20.7M
4
Bank of America
Bank of America
North Carolina
-$14M
5
LGWM
Litman Gregory Wealth Management
California
-$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
176
Opal Wealth Advisors
New York
$537K +$15.8K +386 +3%
WA
177
Waterford Advisors
New York
$535K – – –
AFP
178
Ausdal Financial Partners
Iowa
$525K +$525K +12,789 New
PTC
179
Private Trust Company
Ohio
$522K +$331K +8,076 +174%
NAM
180
NTV Asset Management
West Virginia
$521K – – –
IIM
181
InTrack Investment Management
Vermont
$514K -$12.5K -302 -2%
FFA
182
First Foundation Advisors
California
$510K – – –
KAS
183
Kestra Advisory Services
Texas
$504K -$547K -13,334 -52%
CPIA
184
Cornell Pochily Investment Advisors
New York
$502K -$5.91K -144 -1%
SC
185
Savant Capital
Illinois
$499K -$41.7K -1,016 -8%
GWP
186
Gateway Wealth Partners
Wisconsin
$496K -$55.6K -1,354 -10%
CA
187
Cetera Advisors
Colorado
$495K +$124K +3,018 +33%
Verition Fund Management
188
Verition Fund Management
Connecticut
$492K -$41K -1,000 -8%
CFG
189
Citizens Financial Group
Rhode Island
$487K +$41.8K +1,018 +9%
FFS
190
Founders Financial Securities
Maryland
$486K +$23.3K +568 +5%
BFA
191
Beaumont Financial Advisors
Massachusetts
$470K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$466K -$4.1K -100 -0.9%
TW
193
Towerpoint Wealth
California
$462K -$1.4K -34 -0.3%
FCCM
194
First City Capital Management
Georgia
$454K -$18.8K -458 -4%
OC
195
Oppenheimer & Co
New York
$448K -$3.69K -90 -0.8%
HFAS
196
Hummer Financial Advisory Services
Illinois
$439K – – –
RA
197
Rockingstone Advisors
Massachusetts
$428K -$239K -5,815 -36%
GWSG
198
GPS Wealth Strategies Group
Colorado
$426K -$184K -4,487 -30%
NCM
199
Next Capital Management
New York
$417K – – –
BCA
200
Bay Colony Advisors
Massachusetts
$412K +$69.5K +1,702 +20%
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