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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.56B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 165 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
38
Increased
165
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$15.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.9M
4
WWA
WCG Wealth Advisors
Nevada
+$14.3M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$13.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.7M
2
SPIA
Steward Partners Investment Advisory
New York
-$8.27M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.91M
4
JBA
Johnson Bixby & Associates
Washington
-$4.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
226
Prosperity Consulting Group
Maryland
$402K -$20.7K -499 -5%
ACP
227
Aveo Capital Partners
Colorado
$400K -$47.8K -1,154 -11%
DAS
228
Diversify Advisory Services
Utah
$384K +$384K +9,530 New
SC
229
Savant Capital
Illinois
$378K -$7.04K -170 -2%
IWM
230
IHT Wealth Management
Illinois
$374K +$62.3K +1,504 +20%
FSG
231
Financial Strategies Group
Michigan
$364K -$13.2K -325 -4%
SFM
232
Signet Financial Management
New Jersey
$360K -$5.55K -134 -2%
CCB
233
Country Club Bank
Missouri
$356K -$52.9K -1,274 -13%
VCP
234
Verus Capital Partners
Arizona
$348K -$61.6K -1,489 -15%
CA
235
Clearstead Advisors
Ohio
$340K -$198K -4,790 -37%
DC
236
Davenport & Co
Virginia
$336K +$336K +8,110 New
PWH
237
Priebe Wealth Holdings
Minnesota
$335K – – –
SFC
238
SYM Financial Corp
Indiana
$335K +$5.38K +130 +2%
HA
239
Hofer & Associates
California
$329K -$1.78K -43 -0.5%
CA
240
Continuum Advisory
Idaho
$329K +$876 +22 +0.3%
NCFG
241
New Century Financial Group
New Jersey
$327K +$4.26K +103 +1%
GRP
242
Global Retirement Partners
California
$324K -$1.08K -26 -0.3%
Betterment LLC
243
Betterment LLC
New York
$319K +$25.9K +626 +9%
CFG
244
Citizens Financial Group
Rhode Island
$315K -$11K -265 -3%
Financial Engines Advisors
245
Financial Engines Advisors
California
$313K – – –
MIM
246
Macroview Investment Management
Maryland
$310K +$16.4K +395 +6%
MCC
247
Money Concepts Capital
Florida
$308K -$2.03K -49 -0.7%
CTWM
248
Cherry Tree Wealth Management
Minnesota
$305K +$20K +482 +7%
LA
249
LexAurum Advisors
Kansas
$302K – – –
FPCG
250
Forum Private Client Group
Indiana
$300K -$73.5K -1,775 -20%
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