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State Street DoubleLine Short Duration Total Return Tactical ETF

66 hedge funds and large institutions have $200M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

11% more capital invested

Capital invested by funds: $180M → $200M (+$20.2M)

2.7% less ownership

Funds ownership: 62.31%59.6% (-2.7%)

3% less funds holding

Funds holding: 6866 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.8%
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
26
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$28M +$9.51M +200,716 +51%
SIG
2
Spinnaker Investment Group
California
$27.3M +$640K +13,507 +2%
FIA
3
Foundations Investment Advisors
Arizona
$26.3M +$11.2M +236,152 +74%
LPL Financial
4
LPL Financial
California
$24.3M -$1.32M -27,942 -5%
Morgan Stanley
5
Morgan Stanley
New York
$19.2M +$12.8M +269,947 +199%
SC
6
Saiph Capital
New Jersey
$7.43M +$351K +7,406 +5%
JAG
7
Journey Advisory Group
Kentucky
$7.21M -$1M -21,130 -12%
HA
8
Hofer & Associates
California
$7.08M +$311K +6,573 +5%
UBS Group
9
UBS Group
Switzerland
$4.97M +$341K +7,190 +7%
AFO
10
Arrowroot Family Office
California
$4.83M +$192K +4,047 +4%
GLR
11
Great Lakes Retirement
Ohio
$4.24M +$185K +3,910 +5%
Bank of America
12
Bank of America
North Carolina
$3.89M -$658K -13,888 -14%
FFN
13
Focus Financial Network
Minnesota
$2.93M +$5.3K +112 +0.2%
AssetMark Inc
14
AssetMark Inc
California
$2.66M -$865K -18,252 -25%
PCMU
15
Paragon Capital Management (Utah)
Utah
$2.6M +$38.9K +822 +2%
LWA
16
Lineweaver Wealth Advisors
Ohio
$2.37M +$187K +3,953 +9%
SA
17
Sanctuary Advisors
Indiana
$2.24M +$95.4K +2,015 +4%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.85M +$353K +7,463 +24%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.77M +$255K +5,377 +17%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.43M -$22.6K -477 -2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.33M -$133K -2,802 -9%
EIA
22
Eldridge Investment Advisors
New Hampshire
$1.24M -$15K -316 -1%
EWA
23
Exencial Wealth Advisors
Oklahoma
$1.14M -$29.9K -632 -3%
MCA
24
MSH Capital Advisors
Arizona
$1.1M +$16.7K +352 +2%
CCA
25
Clearwater Capital Advisors
Illinois
$1.07M -$8.1K -171 -0.7%