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SPDR DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
Net Calls
+$69K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Shares
Change %
VFPI
176
Vantage Financial Partners (Illinois)
Illinois
$555K -$776K -19,125 -58%
TC
177
Trilogy Capital
California
$549K
CA
178
Continuum Advisory
Idaho
$548K -$109K -2,689 -17%
MFA
179
Morling Financial Advisors
California
$546K +$546K +13,474 New
WA
180
Waterford Advisors
New York
$529K
FFS
181
Founders Financial Securities
Maryland
$523K +$42.7K +1,053 +9%
OC
182
Oppenheimer & Co
New York
$521K +$78.5K +1,936 +18%
GLA
183
Good Life Advisors
Pennsylvania
$519K +$519K +12,802 New
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$517K -$83.2K -2,053 -14%
TFS
185
Thoroughbred Financial Services
Tennessee
$516K -$46K -1,135 -8%
NAM
186
NTV Asset Management
West Virginia
$515K
AFO
187
Arrowroot Family Office
California
$505K -$674K -16,628 -57%
FFA
188
First Foundation Advisors
California
$504K
CPIA
189
Cornell Pochily Investment Advisors
New York
$500K +$2.92K +72 +0.6%
CA
190
Cetera Advisors
Colorado
$498K +$8.31K +205 +2%
Verition Fund Management
191
Verition Fund Management
Connecticut
$487K
SC
192
Savant Capital
Illinois
$484K -$9.16K -226 -2%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$484K -$379K -9,345 -44%
BCA
194
Bay Colony Advisors
Massachusetts
$484K +$74.5K +1,838 +18%
AWM
195
Apollon Wealth Management
South Carolina
$473K +$269K +6,623 +131%
AP
196
Americana Partners
Texas
$472K +$472K +11,640 New
BFA
197
Beaumont Financial Advisors
Massachusetts
$465K +$770 +19 +0.2%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$461K
TW
199
Towerpoint Wealth
California
$456K +$41 +1 +0%
SPL
200
Smart Portfolios LLC
Washington
$453K +$86.9K +2,144 +24%