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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
LPL Financial
California
$114M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
Osaic Holdings
Arizona
$66.4M
3
MFS
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
UBS Group
Switzerland
$57.1M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
226
Smart Portfolios LLC
Washington
$434K -$35.5K -901 -8%
PWH
227
Priebe Wealth Holdings
Minnesota
$433K +$114K +2,900 +36%
CA
228
Continuum Advisory
Idaho
$422K +$97.2K +2,467 +30%
BZWA
229
Blue Zone Wealth Advisors
California
$422K -$79 -2 -0%
HFAS
230
Hummer Financial Advisory Services
Illinois
$414K -$7.88K -200 -2%
MSCM
231
McElhenny Sheffield Capital Management
Texas
$405K -$81.4K -2,067 -17%
NEPPG
232
New England Professional Planning Group
Rhode Island
$399K +$399K +10,127 New
AT
233
American Trust
Kentucky
$391K +$391K +9,920 New
SFC
234
SYM Financial Corp
Indiana
$387K +$68.5K +1,739 +21%
IWM
235
IHT Wealth Management
Illinois
$380K +$24.8K +630 +7%
DAS
236
Diversify Advisory Services
Utah
$376K +$3.75K +96 +1%
WC
237
Waterloo Capital
Texas
$368K -$329K -8,354 -47%
DC
238
Davenport & Co
Virginia
$368K +$48.3K +1,226 +15%
EFS
239
Essex Financial Services
Connecticut
$362K +$362K +9,197 New
SC
240
Savant Capital
Illinois
$353K -$6.07K -154 -2%
LA
241
LexAurum Advisors
Kansas
$347K +$59.6K +1,512 +21%
CAG
242
Curtis Advisory Group
California
$341K +$341K +8,653 New
CCB
243
Country Club Bank
Missouri
$338K – – –
CFG
244
Citizens Financial Group
Rhode Island
$337K +$37.3K +946 +12%
FSG
245
Financial Strategies Group
Michigan
$334K -$15.9K -406 -5%
ACP
246
Aveo Capital Partners
Colorado
$331K -$50.1K -1,272 -13%
VCP
247
Verus Capital Partners
Arizona
$330K -$630 -16 -0.2%
BWMG
248
Barnes Wealth Management Group
California
$330K +$330K +8,382 New
HA
249
Hofer & Associates
California
$325K +$11.6K +294 +4%
CGFA
250
Colton Groome Financial Advisors
North Carolina
$322K -$83.9K -2,130 -21%
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