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SPDR DoubleLine Total Return Tactical ETF

323 hedge funds and large institutions have $2.37B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
130
Reduced
125
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
226
PFG Advisors
Arizona
$321K -$12.5K -315 -4%
HA
227
Hofer & Associates
California
$317K -$5.12K -129 -2%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$317K -$159K -4,003 -33%
SFC
229
SYM Financial Corp
Indiana
$316K +$5.96K +150 +2%
CFG
230
Citizens Financial Group
Rhode Island
$313K -$113K -2,849 -27%
GRP
231
Global Retirement Partners
California
$311K -$16.8K -422 -5%
NCFG
232
New Century Financial Group
New Jersey
$309K +$309K +7,790 New
WA
233
Waverly Advisors
Alabama
$307K +$307K +7,729 New
Financial Engines Advisors
234
Financial Engines Advisors
California
$300K +$9.93K +250 +3%
IWM
235
IHT Wealth Management
Illinois
$299K -$3.22K -81 -1%
MCC
236
Money Concepts Capital
Florida
$298K +$31.8K +800 +12%
LA
237
LexAurum Advisors
Kansas
$290K +$1.91K +48 +0.7%
AFO
238
Arrowroot Family Office
California
$289K +$199 +5 +0.1%
MIM
239
Macroview Investment Management
Maryland
$281K +$3.14K +79 +1%
Betterment LLC
240
Betterment LLC
New York
$281K +$4.17K +105 +2%
AA
241
Aufman Associates
Pennsylvania
$281K +$3.26K +82 +1%
AIFAIM
242
American Institute for Advanced Investment Management
Arizona
$278K +$10.9K +275 +4%
CWM
243
Congress Wealth Management
Massachusetts
$276K
AL
244
ADE LLC
Maryland
$276K
CTWM
245
Cherry Tree Wealth Management
Minnesota
$273K -$29.1K -733 -10%
HFS
246
Heritage Financial Services
Massachusetts
$269K -$321K -8,081 -54%
VHAM
247
Van Hulzen Asset Management
California
$266K
TW
248
Towerpoint Wealth
California
$264K -$57.8K -1,454 -18%
TIAA Trust, National Association
249
TIAA Trust, National Association
North Carolina
$260K
PWM
250
Perigon Wealth Management
California
$255K