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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.

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
BCI
2
Brinker Capital Investments
Pennsylvania
$89.9M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$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 Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$394M 9,724,332 +1,993,029 +26%
SEIA
2
Signature Estate & Investment Advisors
California
$282M 6,946,499 +512,692 +8%
Morgan Stanley
3
Morgan Stanley
New York
$171M 4,222,663 +356,281 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$105M 2,585,645 -319,897 -11%
LPL Financial
5
LPL Financial
California
$103M 2,542,777 +219,145 +9%
Bank of America
6
Bank of America
North Carolina
$91.4M 2,253,939 -145,647 -6%
BCI
7
Brinker Capital Investments
Pennsylvania
$89.9M 2,217,066 +1,093,862 +97%
OPS
8
Orion Portfolio Solutions
Nebraska
$89.9M 2,217,066 +1,093,862 +97%
UBS Group
9
UBS Group
Switzerland
$69.3M 1,708,396 +82,965 +5%
CAI
10
Capital Advisors Inc
Oklahoma
$63.2M 1,559,716 -20,098 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$57.6M 1,419,373 -44,168 -3%
Wells Fargo
12
Wells Fargo
California
$45.5M 1,122,309 +299,784 +36%
AT
13
Arden Trust
Delaware
$41.8M 1,029,890 +378,341 +58%
JBA
14
Johnson Bixby & Associates
Washington
$40.3M 994,998 +89,311 +10%
HI
15
Horizon Investments
North Carolina
$38.1M 947,409 -243,910 -20%
JCM
16
Janney Capital Management
Pennsylvania
$34.2M 844,077 -20,947 -2%
PI
17
PFS Investments
Georgia
$29.3M 721,416 +59,811 +9%
BFG
18
Bouchey Financial Group
New York
$27.8M 686,787 +21,489 +3%
Cerity Partners
19
Cerity Partners
New York
$25.6M 632,298 +99,951 +19%
ACI
20
Alpha Cubed Investments
California
$23.8M 586,474 -32,891 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23.6M 583,081 -71,087 -11%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$23.4M 577,587 +33,543 +6%
MFS
23
McNamara Financial Services
Massachusetts
$22.1M 551,776 +7,384 +1%
SIG
24
Spinnaker Investment Group
California
$21.4M 527,564 +10,618 +2%
HighTower Advisors
25
HighTower Advisors
Illinois
$20.3M 500,506 +168,650 +51%
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