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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

333 hedge funds and large institutions have $3.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
-10
Holders Change %
-2.92%
% of All Funds
4.47%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
24
Increased
151
Reduced
116
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$554M
2
KIM
2
Kestra Investment Management
Texas
$159M
3
Jane Street
3
Jane Street
New York
$31.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$42.8M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$135M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$212M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2M
3
Morgan Stanley
3
Morgan Stanley
New York
$221M
4
HWM
4
HB Wealth Management
Georgia
$6.08M
5
WWA
5
WCG Wealth Advisors
Nevada
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$554M 13,817,325 +7,562,050 +121%
Morgan Stanley
2
Morgan Stanley
New York
$221M 5,498,369 -241,865 -4%
SEIA
3
Signature Estate & Investment Advisors
California
$212M 5,293,089 -1,499,748 -22%
KIM
4
Kestra Investment Management
Texas
$159M 3,947,379 +1,471,668 +59%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$143M 3,571,048 -5,854 -0.2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$135M 3,372,540 +434,323 +15%
LPL Financial
7
LPL Financial
California
$128M 3,196,045 +140,449 +5%
TA
8
Tectonic Advisors
Texas
$97.2M 2,424,193 -38,123 -2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$97M 2,438,182 -94,494 -4%
Bank of America
10
Bank of America
North Carolina
$85.9M 2,142,734 +35,158 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$71.1M 1,779,000 -50,382 -3%
UBS Group
12
UBS Group
Switzerland
$70.1M 1,747,830 +84,746 +5%
Wells Fargo
13
Wells Fargo
California
$64.6M 1,610,108 +125,728 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$63.1M 1,572,014 +32,092 +2%
CAI
15
Capital Advisors Inc
Oklahoma
$56.2M 1,401,888 +5,814 +0.4%
Corient Private Wealth
16
Corient Private Wealth
Florida
$42.8M 1,066,818 +655,749 +160%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$39.2M 976,994 +22,597 +2%
CVM
18
Cheviot Value Management
California
$39.1M 977,509 +9,586 +1%
MFA
19
Morling Financial Advisors
California
$35.8M 893,262 -17,746 -2%
HI
20
Horizon Investments
North Carolina
$32.7M 821,760 +87,923 +12%
Jane Street
21
Jane Street
New York
$31.9M 796,280 +796,280 New
JCM
22
Janney Capital Management
Pennsylvania
$28.9M 721,102 -12,480 -2%
SMM
23
Stadion Money Management
Georgia
$27.9M 699,607 -48,774 -7%
HighTower Advisors
24
HighTower Advisors
Illinois
$26.6M 662,080 +1,831 +0.3%
WWA
25
WCG Wealth Advisors
Nevada
$25.5M 636,851 -122,508 -16%
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