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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.

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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$83.6M
2
Wells Fargo
2
Wells Fargo
California
$29.9M
3
EC
3
Estate Counselors
Wisconsin
$1.8M
4
CPWMP
4
Cardinal Point Wealth Management Partners
California
$639K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$235M 5,872 -23 -0.4%
SEIA
2
Signature Estate & Investment Advisors
California
$209M 5,221,768 +5,049,039 +2,923%
Morgan Stanley
3
Morgan Stanley
New York
$127M 3,177,742 +492,929 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$111M 2,779,254 +519,150 +23%
Bank of America
5
Bank of America
North Carolina
$110M 2,741,288 +620,850 +29%
LPL Financial
6
LPL Financial
California
$83.6M 2,086,889 -291,427 -12%
CAI
7
Capital Advisors Inc
Oklahoma
$63.2M 1,579,453 -65,546 -4%
UBS Group
8
UBS Group
Switzerland
$53.7M 1,341,621 -119,293 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$47.4M 1,183,205 +263,527 +29%
HI
10
Horizon Investments
North Carolina
$44M 1,103,715 +1,103,715 New
BCI
11
Brinker Capital Investments
Pennsylvania
$41.7M 1,040,263 -51,203 -5%
JCM
12
Janney Capital Management
Pennsylvania
$35.4M 884,682 -25,299 -3%
Wells Fargo
13
Wells Fargo
California
$29.9M 745,648 -256,240 -26%
JBA
14
Johnson Bixby & Associates
Washington
$27.3M 682,854 +17,184 +3%
TNA
15
True North Advisors
Texas
$27.1M 677,697 +613,016 +948%
BFG
16
Bouchey Financial Group
New York
$25.8M 644,775 +60,085 +10%
ACI
17
Alpha Cubed Investments
California
$23.5M 585,864 +193,307 +49%
NEPPG
18
New England Professional Planning Group
Rhode Island
$22.6M 564,942 +484,726 +604%
MFS
19
McNamara Financial Services
Massachusetts
$21.7M 541,539 +1,271 +0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21.6M 539,258 -25,364 -4%
PWMG
21
Prestige Wealth Management Group
New Jersey
$20.7M 517,968 -12,044 -2%
SIG
22
Spinnaker Investment Group
California
$20.5M 512,861 -18,042 -3%
OCM
23
One Capital Management
California
$19M 474,038 +14,517 +3%
WAM
24
Weatherly Asset Management
California
$17.6M 439,269 +15,073 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.5M 437,526 -170,647 -28%
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