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State Street DoubleLine Short Duration Total Return Tactical ETF

66 hedge funds and large institutions have $200M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

11% more capital invested

Capital invested by funds: $180M → $200M (+$20.2M)

2.7% less ownership

Funds ownership: 62.31%59.6% (-2.7%)

3% less funds holding

Funds holding: 6866 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.8%
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
26
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$61.3K +$7.34K +155 +14%
VNA
52
Valley National Advisers
Pennsylvania
$55K
CAL
53
Capital Advisors Ltd
Ohio
$41K -$1.04K -22 -2%
NMG
54
New Millennium Group
Utah
$37.9K -$2.51K -53 -6%
SWP
55
Strategic Wealth Partners
Ohio
$28.6K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$26.3K +$26.3K +556 New
GWM
57
Geneos Wealth Management
Colorado
$18.9K
MWA
58
Medallion Wealth Advisors
Connecticut
$18.4K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$14K -$41.9K -884 -75%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$4.11K +$4.12K +87 New
FW
61
Fairway Wealth
Ohio
$3.88K +$3.88K +82 New
AF
62
Advisornet Financial
Minnesota
$2.46K
RIL
63
Rothschild Investment LLC
Illinois
$2.13K
NA
64
NewEdge Advisors
Louisiana
$2.13K +$47 +1 +2%
AWM
65
AE Wealth Management
Kansas
$662 -$19K -402 -97%
CA
66
CoreCap Advisors
Michigan
$95
Wells Fargo
67
Wells Fargo
California
$13 -$47 -1 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$6.26M -132,056 Closed
VF
69
Virtu Financial
New York
-$4.07M -85,791 Closed
NI
70
Natural Investments
California
-$357K -12,279 Closed
SG
71
StoneX Group
New York
-$553K -11,660 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$354K -7,470 Closed
BAM
73
Belpointe Asset Management
Nevada
-$253K -5,347 Closed
MFG
74
Merit Financial Group
Georgia
-$205K -4,317 Closed
EWP
75
Elevation Wealth Partners
California
-$5.02K -106 Closed