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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 %
NMG
51
New Millennium Group
Utah
$40K +$40K +854 New
MSFP
52
Mark Sheptoff Financial Planning
Connecticut
$34.6K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$33K – – –
GWM
54
Geneos Wealth Management
Colorado
$3.98K -$4.92K -105 -55%
T
55
Transce3nd
Texas
$3.84K +$3.84K +82 New
RIL
56
Rothschild Investment LLC
Illinois
$2.11K – – –
C
57
Covestor
United Kingdom
$2K +$364 +6 +22%
SAM
58
Smartleaf Asset Management
Massachusetts
$1.64K +$328 +7 +25%
AWM
59
AE Wealth Management
Kansas
$1.17K +$1.17K +25 New
CWC
60
Carolinas Wealth Consulting
North Carolina
$1.17K +$1.17K +25 New
CA
61
CoreCap Advisors
Michigan
$94 – – –
Wells Fargo
62
Wells Fargo
California
$41 +$41 +1 New
WAG
63
Winthrop Advisory Group
Massachusetts
– -$50.4M -992,564 Closed
Jane Street
64
Jane Street
New York
– -$1.46M -30,814 Closed
BWP
65
Baldwin Wealth Partners
Massachusetts
– -$519K -10,942 Closed
JCFM
66
JBR Co Financial Management
Oklahoma
– -$378K -7,966 Closed
MML Investors Services
67
MML Investors Services
Massachusetts
– -$229K -4,833 Closed
FTUS
68
Flow Traders U.S.
New York
– -$211K -4,454 Closed
SHJ
69
Sharkey, Howes & Javer
Colorado
– -$200K -4,214 Closed
NS
70
NBC Securities
Alabama
– -$27K -570 Closed
SIS
71
Sound Income Strategies
Florida
– -$28 -1 Closed
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