STOT icon

SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT

Overview Fund Activity

58 hedge funds and large institutions have $118M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
19
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$25.4M
2
Bank of America
Bank of America
North Carolina
$7.49M
3
FIA
Foundations Investment Advisors
Arizona
$7.17M
4
Raymond James Financial
Raymond James Financial
Florida
$1.7M
5
BTWM
Brass Tax Wealth Management
Ohio
$540K

Top Sellers

1
VF
Virtu Financial
New York
$886K
2
HighTower Advisors
HighTower Advisors
Illinois
$1.35M
3
Morgan Stanley
Morgan Stanley
New York
$4.84M
4
WAS
WESPAC Advisors SoCal
California
$0
5
PCP
Proficio Capital Partners
Massachusetts
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
26
Greatmark Investment Partners
Georgia
$709K -$130K -2,750 -15%
PAG
27
Private Advisor Group
New Jersey
$664K -$303K -6,417 -31%
LFG
28
Larson Financial Group
Missouri
$596K -$87.8K -1,858 -13%
BTWM
29
Brass Tax Wealth Management
Ohio
$540K +$540K +11,427 New
MW
30
MBL Wealth
North Carolina
$410K -$118K -2,492 -22%
SCA
31
Snowden Capital Advisors
New York
$402K -$206K -4,350 -34%
Osaic Holdings
32
Osaic Holdings
Arizona
$373K +$31.7K +670 +9%
GEA
33
Glen Eagle Advisors
New Jersey
$289K -$102K -2,163 -26%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$282K -$887K -18,767 -76%
WWM
35
Western Wealth Management
Colorado
$260K +$709 +15 +0.3%
BI
36
Beckerman Institutional
New Jersey
$259K -$24.6K -520 -9%
TC
37
Trilogy Capital
California
$240K +$284 +6 +0.1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$236K +$236K +5,000 New
Citigroup
39
Citigroup
New York
$155K -$5.29K -112 -3%
SS
40
Sunbelt Securities
Texas
$134K -$2.22K -47 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$110K +$76.8K +1,630 +231%
PCFFS
42
Pacific Center for Financial Services
California
$88.6K +$284 +6 +0.3%
PTC
43
Private Trust Company
Ohio
$72.9K – – –
VNA
44
Valley National Advisers
Pennsylvania
$71K – – –
CAL
45
Capital Advisors Ltd
Ohio
$42K – – –
NMG
46
New Millennium Group
Utah
$40.4K – – –
MSFP
47
Mark Sheptoff Financial Planning
Connecticut
$34.9K – – –
NS
48
NBC Securities
Alabama
$26K +$26K +570 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$9.07K +$9.07K +192 New
AF
50
Advisornet Financial
Minnesota
$9.07K +$9.07K +192 New
1
2
3