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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 $134M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$21.2M
2
Bank of America
Bank of America
North Carolina
$4.83M
3
HighTower Advisors
HighTower Advisors
Illinois
$3.89M
4
PCP
Proficio Capital Partners
Massachusetts
$6.26M
5
Morgan Stanley
Morgan Stanley
New York
$7.25M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
$0
2
PCMU
Paragon Capital Management (Utah)
Utah
$2.68M
3
VF
Virtu Financial
New York
$5.88M
4
Jane Street
Jane Street
New York
$0
5
LWA
Lineweaver Wealth Advisors
Ohio
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.15M +$68.7K +1,467 +6%
SRA
27
Secured Retirement Advisors
Minnesota
$1.06M -$9.7K -207 -0.9%
MCA
28
MSH Capital Advisors
Arizona
$1.04M +$17.8K +379 +2%
PAG
29
Private Advisor Group
New Jersey
$960K +$10.3K +220 +1%
GIP
30
Greatmark Investment Partners
Georgia
$832K -$293K -6,250 -26%
Citadel Advisors
31
Citadel Advisors
Florida
$738K -$479K -10,227 -39%
EFS
32
Essex Financial Services
Connecticut
$731K -$37.2K -793 -5%
LFG
33
Larson Financial Group
Missouri
$678K -$24.4K -520 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$643K -$350K -7,472 -35%
SCA
35
Snowden Capital Advisors
New York
$602K -$46.9K -1,000 -7%
MW
36
MBL Wealth
North Carolina
$523K -$23.4K -500 -4%
GEA
37
Glen Eagle Advisors
New Jersey
$388K -$19.6K -418 -5%
Osaic Holdings
38
Osaic Holdings
Arizona
$338K -$178K -3,788 -34%
BI
39
Beckerman Institutional
New Jersey
$281K +$25.3K +540 +10%
WWM
40
Western Wealth Management
Colorado
$257K +$257K +5,491 New
TC
41
Trilogy Capital
California
$237K +$237K +5,064 New
Raymond James Financial
42
Raymond James Financial
Florida
$225K +$225K +4,792 New
ACP
43
Aveo Capital Partners
Colorado
$215K – – –
MA
44
MONECO Advisors
Connecticut
$211K – – –
Citigroup
45
Citigroup
New York
$159K -$177K -3,778 -53%
SS
46
Sunbelt Securities
Texas
$135K -$11.4K -243 -8%
PCFFS
47
Pacific Center for Financial Services
California
$87.6K +$609 +13 +0.7%
PTC
48
Private Trust Company
Ohio
$72.3K +$47.9K +1,022 +197%
VNA
49
Valley National Advisers
Pennsylvania
$70K – – –
CAL
50
Capital Advisors Ltd
Ohio
$41K +$3.94K +85 +11%
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