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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
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.79%
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
19
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.4M +$4.05M +85,798 +19%
SIG
2
Spinnaker Investment Group
California
$25.3M +$41.2K +873 +0.2%
Bank of America
3
Bank of America
North Carolina
$7.49M +$2.63M +55,597 +54%
FIA
4
Foundations Investment Advisors
Arizona
$7.17M +$1.88M +39,701 +35%
HA
5
Hofer & Associates
California
$6.73M +$96.2K +2,037 +1%
Morgan Stanley
6
Morgan Stanley
New York
$4.84M -$2.47M -52,231 -34%
PCP
7
Proficio Capital Partners
Massachusetts
$4.83M -$1.48M -31,288 -23%
GLR
8
Great Lakes Retirement
Ohio
$3.38M -$173K -3,663 -5%
UBS Group
9
UBS Group
Switzerland
$3.14M -$75.2K -1,592 -2%
FFN
10
Focus Financial Network
Minnesota
$3.01M +$5.01K +106 +0.2%
PCMU
11
Paragon Capital Management (Utah)
Utah
$2.46M -$245K -5,186 -9%
LWA
12
Lineweaver Wealth Advisors
Ohio
$2.01M -$1.29M -27,294 -39%
Raymond James Financial
13
Raymond James Financial
Florida
$1.7M +$1.48M +31,266 +652%
EIA
14
Eldridge Investment Advisors
New Hampshire
$1.51M -$434K -9,188 -22%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.46M -$668K -14,142 -31%
EWA
16
Exencial Wealth Advisors
Oklahoma
$1.46M -$312K -6,595 -18%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.35M -$2.57M -54,454 -66%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.26M +$9.68K +205 +0.8%
CCA
19
Clearwater Capital Advisors
Illinois
$1.25M +$71.8K +1,519 +6%
BAM
20
Belpointe Asset Management
Nevada
$1.22M -$1.24M -26,139 -50%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.16M -$3.36K -71 -0.3%
MCA
22
MSH Capital Advisors
Arizona
$1.06M +$8.13K +172 +0.8%
VF
23
Virtu Financial
New York
$886K -$5.04M -106,713 -85%
EFS
24
Essex Financial Services
Connecticut
$783K +$46K +973 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$752K +$103K +2,182 +16%