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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 %
LJAC
251
L.J. Altfest & Co
New York
$261K +$30.6K +763 +13%
PWH
252
Priebe Wealth Holdings
Minnesota
$260K -$44.1K -1,100 -14%
PWM
253
Perigon Wealth Management
California
$258K – – –
PWMG
254
Prestige Wealth Management Group
New Jersey
$246K – – –
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$242K -$174K -4,341 -42%
Truist Financial
256
Truist Financial
North Carolina
$237K +$237K +5,907 New
COCM
257
Charter Oak Capital Management
New Hampshire
$236K -$25.3K -631 -10%
CFAM
258
Center For Asset Management
Florida
$230K -$13.1K -326 -5%
DSAM
259
Dock Street Asset Management
Florida
$224K – – –
GWSG
260
GPS Wealth Strategies Group
Colorado
$224K -$6.13K -153 -3%
T
261
Tidemark
California
$220K -$43.3K -1,081 -16%
MAG
262
M3 Advisory Group
Massachusetts
$220K +$15.4K +385 +8%
LA
263
Lifeworks Advisors
Michigan
$219K -$101K -2,527 -32%
DC
264
Davenport & Co
Virginia
$219K -$78.1K -1,951 -26%
DAM
265
Deltec Asset Management
New York
$216K – – –
PBF
266
Petix & Botte Financial
California
$210K +$210K +5,241 New
MA
267
MCF Advisors
Kentucky
$204K +$1.72K +43 +0.9%
BCM
268
Brookstone Capital Management
Illinois
$203K +$203K +5,077 New
CAL
269
Capital Advisors Ltd
Ohio
$202K -$88.2K -2,203 -30%
TPW
270
Transatlantique Private Wealth
New York
$200K – – –
WIM
271
Westside Investment Management
California
$192K – – –
LFA
272
Laraway Financial Advisors
Minnesota
$180K -$4.89K -122 -3%
Jones Financial Companies
273
Jones Financial Companies
Missouri
$161K +$161K +4,014 New
FGAM
274
Financial Gravity Asset Management
Texas
$150K +$150K +3,743 New
William Blair & Company
275
William Blair & Company
Illinois
$149K -$102K -2,550 -41%
9 10
11
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