TOTL icon

SPDR DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $2.61B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.93%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$519K +$121K +3,131 +30%
WJWM
177
Williams Jones Wealth Management
New York
$517K +$517K +13,375 New
WA
178
Waterford Advisors
New York
$504K
FFS
179
Founders Financial Securities
Maryland
$502K +$3.29K +85 +0.7%
NAM
180
NTV Asset Management
West Virginia
$491K
FFA
181
First Foundation Advisors
California
$480K
BCA
182
Bay Colony Advisors
Massachusetts
$468K +$6.65K +172 +1%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$466K -$196K -5,064 -30%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$466K +$4.37K +113 +0.9%
CPIA
185
Cornell Pochily Investment Advisors
New York
$462K -$14.3K -369 -3%
WSTAM
186
Wilbanks Smith & Thomas Asset Management
Virginia
$454K -$38.1K -986 -8%
BFA
187
Beaumont Financial Advisors
Massachusetts
$448K +$4.56K +118 +1%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$447K
SAG
189
SageView Advisory Group
California
$444K -$155K -4,017 -26%
AFO
190
Arrowroot Family Office
California
$433K -$48.7K -1,259 -10%
CA
191
Cetera Advisors
Colorado
$432K -$43.1K -1,116 -9%
SPL
192
Smart Portfolios LLC
Washington
$431K -$155 -4 -0%
MSCM
193
McElhenny Sheffield Capital Management
Texas
$431K +$31.7K +821 +8%
Verition Fund Management
194
Verition Fund Management
Connecticut
$425K -$38.7K -1,000 -8%
CFG
195
Citizens Financial Group
Rhode Island
$416K +$1.2K +31 +0.3%
FSG
196
Financial Strategies Group
Michigan
$414K +$141K +3,726 +52%
HFAS
197
Hummer Financial Advisory Services
Illinois
$414K
OC
198
Oppenheimer & Co
New York
$412K -$85.1K -2,203 -17%
LNWWM
199
Laird Norton Wetherby Wealth Management
California
$408K
CPIG
200
Chicago Partners Investment Group
Illinois
$407K -$277K -7,334 -40%