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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

323 hedge funds and large institutions have $2.37B 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
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.7M
2
MFA
Morling Financial Advisors
California
+$34.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.6M
4
SEIA
Signature Estate & Investment Advisors
California
+$9.88M
5
Morgan Stanley
Morgan Stanley
New York
+$5.87M

Top Sellers

1
EWM
Executive Wealth Management
Michigan
-$9.76M
2
SMM
Stadion Money Management
Georgia
-$7.26M
3
Wells Fargo
Wells Fargo
California
-$5.64M
4
Bank of America
Bank of America
North Carolina
-$5.6M
5
Jane Street
Jane Street
New York
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
251
Keel Point
Alabama
$254K -$104K -2,540 -29%
TCM
252
Triumph Capital Management
Colorado
$247K -$62.6K -1,575 -20%
PWMG
253
Prestige Wealth Management Group
New Jersey
$244K – – –
S
254
Sachetta
Massachusetts
$243K +$95.1K +2,360 +64%
SAG
255
SageView Advisory Group
California
$240K – – –
LJAC
256
L.J. Altfest & Co
New York
$240K -$18.9K -476 -7%
BCM
257
Brookstone Capital Management
Illinois
$237K +$32.4K +805 +16%
COCM
258
Charter Oak Capital Management
New Hampshire
$236K +$1.07K +27 +0.5%
CFAM
259
Center For Asset Management
Florida
$228K +$79 +2 +0%
VT
260
Vise Technologies
New York
$227K +$227K +5,717 New
AWA
261
Arete Wealth Advisors
Illinois
$226K +$226K +5,690 New
DSAM
262
Dock Street Asset Management
Florida
$222K – – –
MAG
263
M3 Advisory Group
Massachusetts
$219K +$596 +15 +0.3%
DAM
264
Deltec Asset Management
New York
$214K – – –
KPWS
265
Kestra Private Wealth Services
Texas
$213K +$213K +5,367 New
LA
266
Lifeworks Advisors
Michigan
$206K -$10.9K -275 -5%
MA
267
MCF Advisors
Kentucky
$195K -$7.11K -179 -4%
WIM
268
Westside Investment Management
California
$191K – – –
LFA
269
Laraway Financial Advisors
Minnesota
$178K – – –
GWSG
270
GPS Wealth Strategies Group
Colorado
$178K -$44.3K -1,115 -20%
MG
271
Mather Group
Illinois
$170K -$153K -3,808 -47%
BWP
272
Baldwin Wealth Partners
Massachusetts
$160K +$59.5K +1,498 +59%
AF
273
Allworth Financial
California
$160K +$136K +3,390 +556%
SOS
274
Silver Oak Securities
Tennessee
$152K +$35.8K +902 +31%
NP
275
NorthRock Partners
Minnesota
$142K -$324K -8,147 -69%
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11
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