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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.79B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+13
Holders Change %
+4.21%
% of All Funds
4.72%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.4%
New
43
Increased
120
Reduced
123
Closed
28
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$362M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$513M
3
TNA
3
True North Advisors
Texas
$22.1M
4
Jane Street
4
Jane Street
New York
$30.1M
5
LPL Financial
5
LPL Financial
California
$103M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$9.71M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.71M
3
BFG
3
Bouchey Financial Group
New York
$1.96M
4
SEIA
4
Signature Estate & Investment Advisors
California
$268M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
176
Old Mission Capital
Illinois
$565K +$312K +7,742 +123%
BFA
177
Beaumont Financial Advisors
Massachusetts
$565K +$98.4K +2,445 +21%
OC
178
Oppenheimer & Co
New York
$558K +$130K +3,223 +30%
TC
179
Trilogy Capital
California
$547K – – –
UCB
180
United Community Bank
South Carolina
$545K -$13.3K -330 -2%
DWMG
181
DB Wealth Management Group
California
$542K +$209K +5,184 +63%
WJWM
182
Williams Jones Wealth Management
New York
$538K – – –
MSCM
183
McElhenny Sheffield Capital Management
Texas
$537K +$88.9K +2,208 +20%
NDSI
184
Newman Dignan & Sheerar Inc
Rhode Island
$534K +$111K +2,768 +26%
WWM
185
Western Wealth Management
Colorado
$529K -$68.2K -1,694 -11%
WA
186
Waterford Advisors
New York
$525K – – –
NAM
187
NTV Asset Management
West Virginia
$509K -$2.01K -50 -0.4%
KWM
188
Keebeck Wealth Management
Illinois
$503K +$503K +12,500 New
FFA
189
First Foundation Advisors
California
$500K – – –
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$500K +$75.2K +1,868 +18%
VCP
191
Verus Capital Partners
Arizona
$500K -$401K -9,963 -45%
CPIA
192
Cornell Pochily Investment Advisors
New York
$493K +$11.9K +296 +2%
AWE
193
Avidian Wealth Enterprises
Texas
$492K +$492K +12,228 New
BCA
194
Bay Colony Advisors
Massachusetts
$489K +$1.69K +42 +0.3%
PCM
195
Pointe Capital Management
Michigan
$486K +$486K +12,070 New
Verition Fund Management
196
Verition Fund Management
Connecticut
$483K +$40.3K +1,000 +9%
GEA
197
Glen Eagle Advisors
New Jersey
$470K +$295K +7,330 +169%
SAG
198
SageView Advisory Group
California
$464K -$444K -11,479 Closed
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$458K -$27.6K -684 -6%
CA
200
Cetera Advisors
Colorado
$458K +$8.21K +204 +2%
6 7
8
9 10