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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.23B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.7M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18M
3
SEIA
Signature Estate & Investment Advisors
California
$283M
4
SPIA
Steward Partners Investment Advisory
New York
$12.6M
5
UBS Group
UBS Group
Switzerland
$62.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$98.9M
2
Morgan Stanley
Morgan Stanley
New York
$204M
3
Osaic Holdings
Osaic Holdings
Arizona
$73.6M
4
Jane Street
Jane Street
New York
$5.31M
5
TNA
True North Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
226
Towerpoint Wealth
California
$325K +$1.04K +26 +0.3%
MG
227
Mather Group
Illinois
$324K +$43.5K +1,080 +15%
BMCM
228
Bryn Mawr Capital Management
Pennsylvania
$319K – – –
WAM
229
WNY Asset Management
New York
$316K +$316K +7,882 New
Citigroup
230
Citigroup
New York
$315K +$2.12K +53 +0.7%
SFC
231
SYM Financial Corp
Indiana
$313K -$11.3K -283 -3%
TCM
232
Triumph Capital Management
Colorado
$310K -$38.1K -958 -11%
CTWM
233
Cherry Tree Wealth Management
Minnesota
$305K – – –
IWM
234
IHT Wealth Management
Illinois
$304K +$304K +7,603 New
Financial Engines Advisors
235
Financial Engines Advisors
California
$292K +$2.2K +55 +0.8%
AFO
236
Arrowroot Family Office
California
$292K +$1.16K +29 +0.4%
FCCM
237
First City Capital Management
Georgia
$291K -$5.81K -145 -2%
LA
238
LexAurum Advisors
Kansas
$290K – – –
MFA
239
Morling Financial Advisors
California
$283K +$283K +7,066 New
MIM
240
Macroview Investment Management
Maryland
$281K -$56.9K -1,420 -17%
AA
241
Aufman Associates
Pennsylvania
$280K +$32K +799 +13%
Betterment LLC
242
Betterment LLC
New York
$279K +$279K +6,977 New
CWM
243
Congress Wealth Management
Massachusetts
$279K -$940K -23,476 -77%
AL
244
ADE LLC
Maryland
$278K – – –
CPRC
245
Consolidated Portfolio Review Corp
New York
$277K -$132K -3,307 -32%
RA
246
Rockingstone Advisors
Massachusetts
$273K -$10K -250 -4%
AIFAIM
247
American Institute for Advanced Investment Management
Arizona
$269K +$269K +6,726 New
MCC
248
Money Concepts Capital
Florida
$268K -$22.6K -564 -8%
VHAM
249
Van Hulzen Asset Management
California
$268K +$268K +6,700 New
TIAA Trust, National Association
250
TIAA Trust, National Association
North Carolina
$262K +$262K +6,547 New
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