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SPDR DoubleLine Short Duration Total Return Tactical ETF

63 hedge funds and large institutions have $152M invested in SPDR DoubleLine Short Duration Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
25
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIG
1
Spinnaker Investment Group
California
$23.7M -$1.62M -34,133 -6%
LPL Financial
2
LPL Financial
California
$23.6M -$1.83M -38,556 -7%
FIA
3
Foundations Investment Advisors
Arizona
$18.5M +$11.3M +239,519 +158%
JAG
4
Journey Advisory Group
Kentucky
$9.07M +$9.07M +191,550 New
Bank of America
5
Bank of America
North Carolina
$7.76M +$246K +5,203 +3%
Morgan Stanley
6
Morgan Stanley
New York
$7.42M +$2.56M +54,145 +53%
HA
7
Hofer & Associates
California
$6.79M +$38.3K +809 +0.6%
AssetMark Inc
8
AssetMark Inc
California
$4.29M +$4.29M +90,597 New
GLR
9
Great Lakes Retirement
Ohio
$3.76M +$369K +7,800 +11%
AFO
10
Arrowroot Family Office
California
$3.74M +$3.74M +79,075 New
BIG
11
Brookwood Investment Group
Arizona
$3.33M +$3.33M +70,321 New
UBS Group
12
UBS Group
Switzerland
$3.22M +$66.9K +1,412 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$3.12M +$1.41M +29,833 +83%
FFN
14
Focus Financial Network
Minnesota
$3.02M +$568 +12 +0%
PCMU
15
Paragon Capital Management (Utah)
Utah
$2.46M -$189 -4 -0%
LWA
16
Lineweaver Wealth Advisors
Ohio
$2.04M +$26.7K +563 +1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.03M +$1.79M +37,836 +757%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.51M +$156K +3,304 +12%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$1.43M +30,123 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.38M +$121K +2,565 +10%
EWA
21
Exencial Wealth Advisors
Oklahoma
$1.36M -$101K -2,142 -7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.34M +$177K +3,734 +15%
BAM
23
Belpointe Asset Management
Nevada
$1.33M +$110K +2,328 +9%
EIA
24
Eldridge Investment Advisors
New Hampshire
$1.3M -$214K -4,533 -14%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.27M -$197K -4,170 -13%