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SPDR DoubleLine Short Duration Total Return Tactical ETF

62 hedge funds and large institutions have $150M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
24
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIG
1
Spinnaker Investment Group
California
$23.7M 501,228 -34,133 -6%
LPL Financial
2
LPL Financial
California
$23.6M 499,301 -38,556 -7%
FIA
3
Foundations Investment Advisors
Arizona
$18.5M 391,299 +239,519 +158%
JAG
4
Journey Advisory Group
Kentucky
$9.07M 191,550 +191,550 New
Bank of America
5
Bank of America
North Carolina
$7.76M 163,809 +5,203 +3%
Morgan Stanley
6
Morgan Stanley
New York
$7.42M 156,666 +54,145 +53%
HA
7
Hofer & Associates
California
$6.79M 143,343 +809 +0.6%
AssetMark Inc
8
AssetMark Inc
California
$4.29M 90,597 +90,597 New
GLR
9
Great Lakes Retirement
Ohio
$3.76M 79,310 +7,800 +11%
AFO
10
Arrowroot Family Office
California
$3.74M 79,075 +79,075 New
BIG
11
Brookwood Investment Group
Arizona
$3.33M 70,321 +70,321 New
UBS Group
12
UBS Group
Switzerland
$3.22M 67,912 +1,412 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$3.12M 65,891 +29,833 +83%
FFN
14
Focus Financial Network
Minnesota
$3.02M 63,737 +12 +0%
PCMU
15
Paragon Capital Management (Utah)
Utah
$2.46M 52,038 -4 -0%
LWA
16
Lineweaver Wealth Advisors
Ohio
$2.04M 43,074 +563 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.51M 31,861 +3,304 +12%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.43M 30,123 +30,123 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.38M 29,133 +2,565 +10%
EWA
20
Exencial Wealth Advisors
Oklahoma
$1.36M 28,749 -2,142 -7%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.34M 28,230 +3,734 +15%
BAM
22
Belpointe Asset Management
Nevada
$1.33M 28,081 +2,328 +9%
EIA
23
Eldridge Investment Advisors
New Hampshire
$1.3M 27,510 -4,533 -14%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.27M 26,735 -4,170 -13%
CCA
25
Clearwater Capital Advisors
Illinois
$1.12M 23,577 -2,799 -11%