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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.51B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
–
Net Calls
+$69K
Net Calls Change
-$1K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$89.9M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$89.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$282M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$17.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$105M
2
DSAM
2
Dock Street Asset Management
Florida
$226K
3
HI
3
Horizon Investments
North Carolina
$38.1M
4
MFG
4
Merit Financial Group
Georgia
$1.82M
5
Bank of America
5
Bank of America
North Carolina
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
201
Gateway Wealth Partners
Wisconsin
$442K -$48.5K -1,195 -10%
CFG
202
Citizens Financial Group
Rhode Island
$435K -$46.4K -1,144 -10%
HFAS
203
Hummer Financial Advisory Services
Illinois
$434K – – –
PPP
204
Private Portfolio Partners
New Jersey
$432K +$190K +4,693 +79%
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$428K +$428K +10,546 New
IIM
206
InTrack Investment Management
Vermont
$424K -$81.1K -2,000 -16%
RA
207
Rockingstone Advisors
Massachusetts
$423K – – –
MSCM
208
McElhenny Sheffield Capital Management
Texas
$418K +$147K +3,634 +54%
FHA
209
Flagship Harbor Advisors
Massachusetts
$418K -$870K -21,450 -68%
PTC
210
Private Trust Company
Ohio
$411K -$105K -2,593 -20%
CCB
211
Country Club Bank
Missouri
$404K – – –
FCCM
212
First City Capital Management
Georgia
$392K -$55.8K -1,375 -12%
NDSI
213
Newman Dignan & Sheerar Inc
Rhode Island
$391K +$34.2K +843 +10%
CAL
214
Capital Advisors Ltd
Ohio
$391K -$140K -3,440 -26%
MML Investors Services
215
MML Investors Services
Massachusetts
$389K +$32.7K +807 +9%
TCM
216
Triumph Capital Management
Colorado
$388K -$1.26K -31 -0.3%
GCA
217
Greenwood Capital Associates
South Carolina
$374K -$4.42K -109 -1%
SFM
218
Signet Financial Management
New Jersey
$367K +$25.8K +636 +8%
SFC
219
Strategic Financial Concepts
Texas
$361K -$284 -7 -0.1%
MIM
220
Macroview Investment Management
Maryland
$344K -$21.8K -538 -6%
TIM
221
Tortoise Investment Management
New York
$332K -$28.4K -701 -8%
WIM
222
Westside Investment Management
California
$328K – – –
GRP
223
Global Retirement Partners
California
$327K -$2.68K -66 -0.8%
BMCM
224
Bryn Mawr Capital Management
Pennsylvania
$323K -$9.85K -243 -3%
SG
225
StoneX Group
New York
$311K -$337K -8,314 -52%
7 8
9
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