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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.

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

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$0
2
PCMU
2
Paragon Capital Management (Utah)
Utah
$2.68M
3
VF
3
Virtu Financial
New York
$5.88M
4
Jane Street
4
Jane Street
New York
$0
5
LWA
5
Lineweaver Wealth Advisors
Ohio
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SIG
1
Spinnaker Investment Group
California
$25M 534,488 -14,839 -3%
LPL Financial
2
LPL Financial
California
$21.2M 452,059 +71,373 +19%
Morgan Stanley
3
Morgan Stanley
New York
$7.25M 154,752 +31,407 +25%
HA
4
Hofer & Associates
California
$6.58M 140,497 +13,476 +11%
PCP
5
Proficio Capital Partners
Massachusetts
$6.26M 133,570 +46,698 +54%
VF
6
Virtu Financial
New York
$5.88M 125,467 -50,379 -29%
FIA
7
Foundations Investment Advisors
Arizona
$5.25M 112,079 +16,394 +17%
Bank of America
8
Bank of America
North Carolina
$4.83M 103,009 +66,111 +179%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.89M 83,011 +62,917 +313%
GLR
10
Great Lakes Retirement
Ohio
$3.52M 75,173 +2,290 +3%
LWA
11
Lineweaver Wealth Advisors
Ohio
$3.27M 69,805 -24,371 -26%
UBS Group
12
UBS Group
Switzerland
$3.19M 68,092 -2,187 -3%
AFO
13
Arrowroot Family Office
California
$3.15M 67,313 +24,414 +57%
FFN
14
Focus Financial Network
Minnesota
$2.98M 63,619 +9,629 +18%
PCMU
15
Paragon Capital Management (Utah)
Utah
$2.68M 57,228 -79,503 -58%
BAM
16
Belpointe Asset Management
Nevada
$2.46M 51,892 +2,787 +6%
WAS
17
WESPAC Advisors SoCal
California
$2.39M 51,028 +10,127 +25%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.11M 45,047 -8,536 -16%
EIA
19
Eldridge Investment Advisors
New Hampshire
$1.93M 41,231 +451 +1%
EWA
20
Exencial Wealth Advisors
Oklahoma
$1.76M 37,486 -3,763 -9%
SA
21
Sanctuary Advisors
Indiana
$1.49M 31,728 +4,278 +16%
SAM
22
Synergy Asset Management
Washington
$1.25M 26,453 +7,531 +40%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.24M 26,363 +2,633 +11%
CCA
24
Clearwater Capital Advisors
Illinois
$1.16M 24,857 -70 -0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.16M 24,727 -8,796 -26%
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