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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

343 hedge funds and large institutions have $3B invested in SPDR DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-15
Holders Change %
-4.19%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
30
Increased
165
Reduced
112
Closed
34
Calls
$492K
Puts
–
Net Calls
+$492K
Net Calls Change
+$311K

Top Buyers

1
KIM
Kestra Investment Management
Texas
$99.7M
2
CVM
Cheviot Value Management
California
$38.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$118M
4
SEIA
Signature Estate & Investment Advisors
California
$274M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M

Top Sellers

1
QWM
Quadcap Wealth Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$84.9M
3
SIG
Spinnaker Investment Group
California
$2.7M
4
WCM
Weaver Capital Management
Georgia
$0
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
226
Davenport & Co
Virginia
$366K -$9.99K -248 -3%
IWM
227
IHT Wealth Management
Illinois
$362K -$27K -669 -7%
CAG
228
Curtis Advisory Group
California
$358K +$9.55K +237 +3%
AG
229
AmeriFlex Group
Nevada
$353K -$456K -11,306 -56%
LA
230
LexAurum Advisors
Kansas
$352K -$3.22K -80 -0.9%
NCFG
231
New Century Financial Group
New Jersey
$349K +$44.3K +1,100 +15%
HA
232
Hofer & Associates
California
$346K +$14K +348 +4%
CFG
233
Citizens Financial Group
Rhode Island
$346K +$1.05K +26 +0.3%
SC
234
Savant Capital
Illinois
$345K -$16.8K -417 -5%
CCB
235
Country Club Bank
Missouri
$333K -$12.5K -310 -4%
MIM
236
Macroview Investment Management
Maryland
$329K +$1.13K +28 +0.3%
FSG
237
Financial Strategies Group
Michigan
$324K -$15.8K -399 -5%
EWM
238
Endowment Wealth Management
Wisconsin
$320K +$87.6K +2,175 +38%
MCC
239
Money Concepts Capital
Florida
$311K +$2.62K +65 +0.8%
EWA
240
Exencial Wealth Advisors
Oklahoma
$311K -$206K -5,123 -40%
UIM
241
Unified Investment Management
Georgia
$307K +$80.6K +2,000 +36%
FLPIM
242
F.L. Putnam Investment Management
Massachusetts
$305K -$2.5M -62,027 -89%
Financial Engines Advisors
243
Financial Engines Advisors
California
$304K -$23.2K -575 -7%
Goldman Sachs
244
Goldman Sachs
New York
$301K +$301K +7,478 New
VCP
245
Verus Capital Partners
Arizona
$300K -$38K -944 -11%
SB
246
Strategic Blueprint
Georgia
$298K -$23.3K -578 -7%
CTWM
247
Cherry Tree Wealth Management
Minnesota
$297K – – –
EFS
248
Essex Financial Services
Connecticut
$297K -$74.1K -1,838 -20%
AA
249
Aufman Associates
Pennsylvania
$296K +$2.26K +56 +0.8%
WA
250
Waterford Advisors
New York
$293K +$293K +7,271 New
8 9
10
11 12