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SPDR DoubleLine Short Duration Total Return Tactical ETF

63 hedge funds and large institutions have $181M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
25
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAG
1
Winthrop Advisory Group
Massachusetts
$50.4M 992,564 +992,564 New
SIG
2
Spinnaker Investment Group
California
$26.1M 549,327 +32,766 +6%
LPL Financial
3
LPL Financial
California
$18.1M 380,686 +68,227 +22%
VF
4
Virtu Financial
New York
$8.35M 175,846 +116,740 +198%
PCMU
5
Paragon Capital Management (Utah)
Utah
$6.49M 136,731 +3,469 +3%
HA
6
Hofer & Associates
California
$6.03M 127,021 -431 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$5.86M 123,345 +58,474 +90%
FIA
8
Foundations Investment Advisors
Arizona
$4.54M 95,685 +78,412 +454%
LWA
9
Lineweaver Wealth Advisors
Ohio
$4.47M 94,176 +11,149 +13%
PCP
10
Proficio Capital Partners
Massachusetts
$4.12M 86,872 +53,217 +158%
GLR
11
Great Lakes Retirement
Ohio
$3.46M 72,883 +72,883 New
UBS Group
12
UBS Group
Switzerland
$3.34M 70,279 -3,158 -4%
FFN
13
Focus Financial Network
Minnesota
$2.56M 53,990 +20,043 +59%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.54M 53,583 -12,844 -19%
BAM
15
Belpointe Asset Management
Nevada
$2.33M 49,105 +3,405 +7%
AFO
16
Arrowroot Family Office
California
$2.04M 42,899 -1,954 -4%
EWA
17
Exencial Wealth Advisors
Oklahoma
$1.96M 41,249 -12,331 -23%
WAS
18
WESPAC Advisors SoCal
California
$1.94M 40,901 +40,901 New
EIA
19
Eldridge Investment Advisors
New Hampshire
$1.94M 40,780 +8,104 +25%
Bank of America
20
Bank of America
North Carolina
$1.75M 36,898 +18,950 +106%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.59M 33,523 +2,664 +9%
Jane Street
22
Jane Street
New York
$1.46M 30,814 -37,866 -55%
SA
23
Sanctuary Advisors
Indiana
$1.29M 27,450 +27,450 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.23M 25,979 +17,330 +200%
CCA
25
Clearwater Capital Advisors
Illinois
$1.18M 24,927 -485 -2%