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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

309 hedge funds and large institutions have $1.41B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
–
Net Calls
+$124K
Net Calls Change
-$1.74M

Top Buyers

1
BFG
Bouchey Financial Group
New York
$23.5M
2
QA
Quantitative Advantage
Minnesota
$16.7M
3
ACI
Alpha Cubed Investments
California
$15.8M
4
AssetMark Inc
AssetMark Inc
California
$10M
5
NEPPG
New England Professional Planning Group
Rhode Island
$3.22M

Top Sellers

1
LPL Financial
LPL Financial
California
$95.6M
2
IA
IFG Advisory
Georgia
$1.19M
3
Jane Street
Jane Street
New York
$3.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
5
PAG
Private Advisor Group
New Jersey
$6.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
201
L.J. Altfest & Co
New York
$361K +$62.2K +1,550 +21%
AWM
202
Ameliora Wealth Management
Switzerland
$356K -$430K -10,786 -55%
FM
203
Family Management
New York
$353K – – –
RCM
204
Raleigh Capital Management
North Carolina
$347K +$483 +12 +0.1%
William Blair & Company
205
William Blair & Company
Illinois
$337K -$849K -21,146 -72%
TC
206
Trilogy Capital
California
$337K -$16.4K -407 -5%
AWM
207
Axxcess Wealth Management
California
$336K -$112K -2,787 -25%
EFS
208
Essex Financial Services
Connecticut
$330K -$378K -9,410 -53%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$330K -$65.4K -1,630 -17%
BMCM
210
Bryn Mawr Capital Management
Pennsylvania
$330K – – –
BCA
211
Bay Colony Advisors
Massachusetts
$321K +$15.7K +390 +5%
Verition Fund Management
212
Verition Fund Management
Connecticut
$321K +$80.3K +2,000 +33%
SIM
213
Stratos Investment Management
Ohio
$314K -$321K -7,974 -51%
GRP
214
Global Retirement Partners
California
$313K -$1.3M -32,941 -81%
CIAS
215
Capital Investment Advisory Services
North Carolina
$312K -$3.87M -96,311 -93%
FFA
216
Fragasso Financial Advisors
Pennsylvania
$302K -$14.3K -355 -5%
BA
217
Bridge Advisory
California
$298K +$241 +6 +0.1%
MI
218
Moneywise Inc
Virginia
$295K -$43.1K -1,070 -13%
Financial Engines Advisors
219
Financial Engines Advisors
California
$289K – – –
AWM
220
Aries Wealth Management
Maine
$286K – – –
PTC
221
Private Trust Company
Ohio
$283K -$2.97K -74 -1%
CFAM
222
Center For Asset Management
Florida
$281K -$259K -6,451 -48%
LFA
223
Laraway Financial Advisors
Minnesota
$277K -$2.01K -50 -0.7%
EH
224
Equitable Holdings
New York
$271K -$2.85K -71 -1%
HA
225
Hofer & Associates
California
$269K +$2.05K +51 +0.8%
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