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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

331 hedge funds and large institutions have $2B invested in SPDR DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+22
Holders Change %
+7.12%
% of All Funds
5.34%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
63
Increased
103
Reduced
126
Closed
33
Calls
$799K
Puts
–
Net Calls
+$799K
Net Calls Change
+$675K

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$209M
2
HI
Horizon Investments
North Carolina
$44M
3
Bank of America
Bank of America
North Carolina
$110M
4
TNA
True North Advisors
Texas
$27.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$111M

Top Sellers

1
LPL Financial
LPL Financial
California
$83.6M
2
Wells Fargo
Wells Fargo
California
$29.9M
3
EC
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$441K +$240 +6 +0.1%
CFG
202
Citizens Financial Group
Rhode Island
$435K +$1.56K +39 +0.4%
KF
203
Krilogy Financial
Missouri
$431K -$309K -7,726 -42%
HFAS
204
Hummer Financial Advisory Services
Illinois
$428K – – –
TCM
205
Triumph Capital Management
Colorado
$427K +$11.3K +283 +3%
OWM
206
OneAscent Wealth Management
Alabama
$421K -$96.2K -2,401 -19%
PAG
207
Private Advisor Group
New Jersey
$411K -$59K -19,242 -13%
NCM
208
Next Capital Management
New York
$407K – – –
CCB
209
Country Club Bank
Missouri
$401K +$401K +10,010 New
DC
210
Davenport & Co
Virginia
$399K -$39K -974 -9%
LA
211
LexAurum Advisors
Kansas
$381K +$381K +9,514 New
SWA
212
Stratos Wealth Advisors
Ohio
$372K -$81.9K -2,045 -18%
TIM
213
Tortoise Investment Management
New York
$370K -$23.3K -583 -6%
NDSI
214
Newman Dignan & Sheerar Inc
Rhode Island
$370K -$34.2K -853 -8%
GCA
215
Greenwood Capital Associates
South Carolina
$370K – – –
CA
216
Cetera Advisors
Colorado
$363K +$363K +9,058 New
TC
217
Trilogy Capital
California
$361K +$26K +650 +8%
MIM
218
Macroview Investment Management
Maryland
$359K -$2.36K -59 -0.7%
AWM
219
Ameliora Wealth Management
Switzerland
$358K – – –
SPL
220
Smart Portfolios LLC
Washington
$355K +$355K +8,858 New
FM
221
Family Management
New York
$352K – – –
SFM
222
Signet Financial Management
New Jersey
$349K +$349K +8,715 New
SQA
223
Simon Quick Advisors
New Jersey
$343K +$343K +8,573 New
USCWA
224
U.S. Capital Wealth Advisors
Texas
$342K +$342K +8,545 New
BCA
225
Bay Colony Advisors
Massachusetts
$336K +$16K +400 +5%
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