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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.28B invested in SPDR DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.04%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
-$729K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$317M
2
SEIA
2
Signature Estate & Investment Advisors
California
$264M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$46.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$159M
5
AT
5
Arden Trust
Delaware
$26.7M

Top Sellers

1
TNA
1
True North Advisors
Texas
$2.89M
2
PWMG
2
Prestige Wealth Management Group
New Jersey
$252K
3
NEPPG
3
New England Professional Planning Group
Rhode Island
$2.54M
4
Bank of America
4
Bank of America
North Carolina
$98.5M
5
LGWM
5
Litman Gregory Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$317M 7,731,303 +7,731,303 New
SEIA
2
Signature Estate & Investment Advisors
California
$264M 6,433,807 +1,212,039 +23%
Morgan Stanley
3
Morgan Stanley
New York
$159M 3,866,382 +688,640 +22%
Osaic Holdings
4
Osaic Holdings
Arizona
$119M 2,905,542 +126,288 +5%
Bank of America
5
Bank of America
North Carolina
$98.5M 2,399,586 -341,702 -12%
LPL Financial
6
LPL Financial
California
$95.3M 2,323,632 +236,743 +11%
UBS Group
7
UBS Group
Switzerland
$66.7M 1,625,431 +283,810 +21%
CAI
8
Capital Advisors Inc
Oklahoma
$64.8M 1,579,814 +361 +0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$60M 1,463,541 +280,336 +24%
HI
10
Horizon Investments
North Carolina
$48.5M 1,191,319 +87,604 +8%
BCI
11
Brinker Capital Investments
Pennsylvania
$46.1M 1,123,204 +82,941 +8%
OPS
12
Orion Portfolio Solutions
Nebraska
$46.1M 1,123,204 +1,045,326 +1,342%
JBA
13
Johnson Bixby & Associates
Washington
$37.2M 905,687 +222,833 +33%
JCM
14
Janney Capital Management
Pennsylvania
$35.5M 865,024 -19,658 -2%
Wells Fargo
15
Wells Fargo
California
$33.7M 822,525 +76,877 +10%
PI
16
PFS Investments
Georgia
$27.3M 661,605 +293,948 +80%
BFG
17
Bouchey Financial Group
New York
$27.3M 665,298 +20,523 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.8M 654,168 +216,642 +50%
AT
19
Arden Trust
Delaware
$26.7M 651,549 +643,302 +7,800%
ACI
20
Alpha Cubed Investments
California
$25.4M 619,365 +33,501 +6%
MFS
21
McNamara Financial Services
Massachusetts
$22.3M 544,392 +2,853 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$22.3M 544,044 +4,786 +0.9%
Cerity Partners
23
Cerity Partners
New York
$21.8M 532,347 +260,920 +96%
SIG
24
Spinnaker Investment Group
California
$21.2M 516,946 +4,085 +0.8%
OCM
25
One Capital Management
California
$19.7M 480,799 +6,761 +1%
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