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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

334 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 25 funds opening new positions, 151 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
25
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 Holding Trade Value Shares
Change 		Shares
Change %
DAS
226
Diversify Advisory Services
Utah
$390K +$681 +17 +0.2%
MIM
227
Macroview Investment Management
Maryland
$380K +$53.2K +1,326 +16%
BFA
228
Beaumont Financial Advisors
Massachusetts
$372K -$255K -6,364 -41%
DC
229
Davenport & Co
Virginia
$365K – – –
SPL
230
Smart Portfolios LLC
Washington
$359K -$25.1K -627 -7%
WC
231
Waterloo Capital
Texas
$355K -$17.9K -447 -5%
EWM
232
Endowment Wealth Management
Wisconsin
$352K +$33.5K +835 +11%
BCA
233
Bay Capital Advisors
Virginia
$350K -$775K -19,332 -69%
LA
234
LexAurum Advisors
Kansas
$350K – – –
AT
235
American Trust
Kentucky
$346K +$346K +8,617 New
HH
236
Hilltop Holdings
Texas
$336K +$336K +8,369 New
AI
237
Atria Investments
North Carolina
$332K +$116K +2,891 +54%
CCB
238
Country Club Bank
Missouri
$331K – – –
SC
239
Savant Capital
Illinois
$326K -$17.4K -433 -5%
GWP
240
Gateway Wealth Partners
Wisconsin
$325K -$1.49M -37,048 -82%
CGFA
241
Colton Groome Financial Advisors
North Carolina
$320K +$31.6K +788 +11%
FSG
242
Financial Strategies Group
Michigan
$316K -$7.22K -182 -2%
SFC
243
SYM Financial Corp
Indiana
$316K -$58.3K -1,454 -16%
Financial Engines Advisors
244
Financial Engines Advisors
California
$310K +$7.31K +182 +2%
UIM
245
Unified Investment Management
Georgia
$301K -$4.01K -100 -1%
MCC
246
Money Concepts Capital
Florida
$297K -$12.1K -301 -4%
EFS
247
Essex Financial Services
Connecticut
$296K +$1.08K +27 +0.4%
CTWM
248
Cherry Tree Wealth Management
Minnesota
$295K – – –
SB
249
Strategic Blueprint
Georgia
$294K -$2.13K -53 -0.7%
AA
250
Aufman Associates
Pennsylvania
$293K -$963 -24 -0.3%
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