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SPDR DoubleLine Short Duration Total Return Tactical ETF
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Overview Fund Activity

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
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$18.5M
2
JAG
2
Journey Advisory Group
Kentucky
$9.07M
3
AssetMark Inc
3
AssetMark Inc
California
$4.29M
4
BIG
4
Brookwood Investment Group
Arizona
$3.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.42M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$839K
2
LPL Financial
2
LPL Financial
California
$23.6M
3
SIG
3
Spinnaker Investment Group
California
$23.7M
4
VF
4
Virtu Financial
New York
$0
5
BI
5
Beckerman Institutional
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$1.12M 23,577 -2,799 -11%
MCA
27
MSH Capital Advisors
Arizona
$1.07M 22,596 +248 +1%
BTWM
28
Brass Tax Wealth Management
Ohio
$929K 19,612 +8,185 +72%
PCP
29
Proficio Capital Partners
Massachusetts
$839K 17,727 -84,555 -83%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$764K 16,131 +226 +1%
EFS
31
Essex Financial Services
Connecticut
$745K 15,729 -845 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$710K 15,005 +9,045 +152%
GIP
33
Greatmark Investment Partners
Georgia
$710K 15,000 – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$644K 13,607 +13,607 New
PAG
35
Private Advisor Group
New Jersey
$629K 13,291 -771 -5%
LFG
36
Larson Financial Group
Missouri
$492K 10,383 -2,236 -18%
Jane Street
37
Jane Street
New York
$477K 10,072 +10,072 New
SCA
38
Snowden Capital Advisors
New York
$474K 10,000 +1,500 +18%
MW
39
MBL Wealth
North Carolina
$404K 8,525 -150 -2%
Citadel Advisors
40
Citadel Advisors
Florida
$340K 7,174 +7,174 New
Osaic Holdings
41
Osaic Holdings
Arizona
$305K 6,469 -1,423 -18%
GEA
42
Glen Eagle Advisors
New Jersey
$286K 6,036 -80 -1%
WWM
43
Western Wealth Management
Colorado
$259K 5,465 -41 -0.7%
TC
44
Trilogy Capital
California
$254K 5,360 +290 +6%
FTUS
45
Flow Traders U.S.
New York
$244K 5,151 +5,151 New
MFG
46
Merit Financial Group
Georgia
$202K 4,269 +4,269 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$170K 3,595 +1,260 +54%
Citigroup
48
Citigroup
New York
$142K 2,993 -285 -9%
SS
49
Sunbelt Securities
Texas
$135K 2,879 +47 +2%
PCFFS
50
Pacific Center for Financial Services
California
$89.2K 1,884 +9 +0.5%
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