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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

364 hedge funds and large institutions have $2.16B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.62%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.43%
New
58
Increased
133
Reduced
124
Closed
45
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
+$1.99M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$15.9M
2
BCI
Brinker Capital Investments
Pennsylvania
+$8.99M
3
Cerity Partners
Cerity Partners
New York
+$8.43M
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.29M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.03M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$47.6M
2
BFG
Bouchey Financial Group
New York
-$17.3M
3
VNA
Valley National Advisers
Pennsylvania
-$16.8M
4
MFP
Meridian Financial Partners
Virginia
-$15.2M
5
Wells Fargo
Wells Fargo
California
-$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
201
First City Capital Management
Georgia
$660K -$13.9K -300 -2%
MWM
202
Maltin Wealth Management
New Jersey
$655K +$8.09K +171 +1%
EL
203
EQ LLC
Washington
$639K -$163K -3,435 -20%
MI
204
Moneywise Inc
Virginia
$627K -$61.6K -1,302 -9%
CRI
205
Colonial River Investments
Virginia
$615K +$615K +12,993 New
NAM
206
NTV Asset Management
West Virginia
$611K -$237K -5,000 -28%
NCM
207
Next Capital Management
New York
$611K -$8K -169 -1%
CFG
208
Citizens Financial Group
Rhode Island
$609K +$10.5K +222 +2%
SWA
209
Stratos Wealth Advisors
Ohio
$602K -$183K -3,869 -23%
SFWC
210
Strategic Family Wealth Counselors
New Jersey
$602K -$284 -6 -0%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$600K +$10.5K +226 +2%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$596K +$346K +7,298 +138%
SPA
213
Sentinel Pension Advisors
Massachusetts
$575K – – –
CA
214
Cetera Advisors
Colorado
$570K -$29.7K -627 -5%
AWM
215
AE Wealth Management
Kansas
$548K +$548K +11,586 New
TSS
216
Two Sigma Securities
New York
$527K +$319K +6,741 +154%
MSCM
217
McElhenny Sheffield Capital Management
Texas
$512K +$56K +1,183 +12%
TIM
218
Tortoise Investment Management
New York
$511K -$127K -2,688 -20%
HFAS
219
Hummer Financial Advisory Services
Illinois
$507K – – –
CPIG
220
Chicago Partners Investment Group
Illinois
$503K -$857K -18,690 -63%
AFM
221
Abbot Financial Management
Massachusetts
$502K +$23.7K +500 +5%
KOC
222
Koss-Olinger Consulting
Florida
$472K – – –
AFG
223
Albion Financial Group
Utah
$460K -$2.13K -45 -0.5%
KWM
224
Kingsview Wealth Management
Oregon
$457K +$131K +2,759 +40%
VFPI
225
Vantage Financial Partners (Illinois)
Illinois
$450K -$71K -1,500 -14%
7 8
9
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