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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
6.3%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
27
Increased
138
Reduced
146
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
$91.9M
2
LPL Financial
LPL Financial
California
$254M
3
OCM
One Capital Management
California
$14.4M
4
LGWM
Litman Gregory Wealth Management
California
$10.9M
5
EC
Estate Counselors
Wisconsin
$10.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.98M
2
Jane Street
Jane Street
New York
$1.25M
3
LFAS
Level Four Advisory Services
Texas
$7.17M
4
BCI
Brinker Capital Investments
Pennsylvania
$49M
5
Morgan Stanley
Morgan Stanley
New York
$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
201
First City Capital Management
Georgia
$704K -$5.56K -115 -0.8%
MI
202
Moneywise Inc
Virginia
$703K -$315K -6,513 -31%
PFS
203
Prospera Financial Services
Texas
$699K -$165K -3,408 -19%
VCA
204
Verdence Capital Advisors
Maryland
$677K +$4.16K +86 +0.6%
GCA
205
Greenwood Capital Associates
South Carolina
$673K -$45.4K -940 -6%
MWM
206
Maltin Wealth Management
New Jersey
$661K +$4.64K +96 +0.7%
TIM
207
Tortoise Investment Management
New York
$652K +$46.4K +960 +8%
NCM
208
Next Capital Management
New York
$632K -$40.7K -842 -6%
SFWC
209
Strategic Family Wealth Counselors
New Jersey
$615K -$2.13K -44 -0.3%
CA
210
Cetera Advisors
Colorado
$612K +$25.3K +523 +4%
CFG
211
Citizens Financial Group
Rhode Island
$610K +$145K +3,004 +31%
NB
212
Northwest Bancshares
Pennsylvania
$606K -$210K -4,345 -26%
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$605K +$5.5K +115 +0.9%
SPA
214
Sentinel Pension Advisors
Massachusetts
$587K – – –
CAN
215
Cetera Advisor Networks
California
$572K +$227K +4,703 +66%
OMC
216
Old Mission Capital
Illinois
$553K -$6.54M -135,491 -92%
VFPI
217
Vantage Financial Partners (Illinois)
Illinois
$532K -$9.66K -200 -2%
MMA
218
Miracle Mile Advisors
California
$525K -$34.3K -710 -6%
HFAS
219
Hummer Financial Advisory Services
Illinois
$517K – – –
DWM
220
Dakota Wealth Management
Florida
$491K -$4.93K -102 -1%
AFM
221
Abbot Financial Management
Massachusetts
$488K -$24.2K -500 -5%
KOC
222
Koss-Olinger Consulting
Florida
$481K +$2.32K +48 +0.5%
AFG
223
Albion Financial Group
Utah
$472K -$13.6K -281 -3%
MSCM
224
McElhenny Sheffield Capital Management
Texas
$466K +$466K +9,637 New
HFS
225
Horizon Financial Services
North Carolina
$459K -$2.76M -57,009 -86%
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