STOT icon

SPDR DoubleLine Short Duration Total Return Tactical ETF

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

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.4M
SIG
2
Spinnaker Investment Group
California
$25.3M
Bank of America
3
Bank of America
North Carolina
$7.49M
FIA
4
Foundations Investment Advisors
Arizona
$7.17M
HA
5
Hofer & Associates
California
$6.73M
Morgan Stanley
6
Morgan Stanley
New York
$4.84M
PCP
7
Proficio Capital Partners
Massachusetts
$4.83M
GLR
8
Great Lakes Retirement
Ohio
$3.38M
UBS Group
9
UBS Group
Switzerland
$3.14M
FFN
10
Focus Financial Network
Minnesota
$3.01M
PCMU
11
Paragon Capital Management (Utah)
Utah
$2.46M
LWA
12
Lineweaver Wealth Advisors
Ohio
$2.01M
Raymond James Financial
13
Raymond James Financial
Florida
$1.7M
EIA
14
Eldridge Investment Advisors
New Hampshire
$1.51M
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.46M
EWA
16
Exencial Wealth Advisors
Oklahoma
$1.46M
HighTower Advisors
17
HighTower Advisors
Illinois
$1.35M
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.25M
CCA
19
Clearwater Capital Advisors
Illinois
$1.25M
BAM
20
Belpointe Asset Management
Nevada
$1.22M
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.16M
MCA
22
MSH Capital Advisors
Arizona
$1.06M
VF
23
Virtu Financial
New York
$886K
EFS
24
Essex Financial Services
Connecticut
$783K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$752K