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SPDR DoubleLine Total Return Tactical ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AA
251
Aufman Associates
Pennsylvania
$296K +$3.35K +81 +1%
KP
252
Keel Point
Alabama
$296K +$38.7K +935 +15%
CFAM
253
Center For Asset Management
Florida
$290K +$52.4K +1,266 +22%
HFS
254
Heritage Financial Services
Massachusetts
$280K
VHAM
255
Van Hulzen Asset Management
California
$277K
TW
256
Towerpoint Wealth
California
$277K +$1.37K +33 +0.5%
TIAA Trust, National Association
257
TIAA Trust, National Association
North Carolina
$271K
CWM
258
Congress Wealth Management
Massachusetts
$267K -$21.1K -510 -7%
PWM
259
Perigon Wealth Management
California
$266K
VT
260
Vise Technologies
New York
$260K +$23.2K +561 +10%
DAS
261
Dynamic Advisor Solutions
Arizona
$259K +$259K +6,255 New
LJAC
262
L.J. Altfest & Co
New York
$256K +$6.21K +150 +2%
S
263
Sachetta
Massachusetts
$252K +$2.03K +49 +0.8%
AFO
264
Arrowroot Family Office
California
$250K -$51.7K -1,248 -17%
WSFS
265
Wilmington Savings Fund Society
Delaware
$244K +$244K +5,891 New
BCM
266
Brookstone Capital Management
Illinois
$239K -$4.35K -105 -2%
HH
267
Hilltop Holdings
Texas
$237K +$237K +5,733 New
LWL
268
Leo Wealth LLC
Texas
$237K +$237K +5,726 New
DSAM
269
Dock Street Asset Management
Florida
$231K
MAG
270
M3 Advisory Group
Massachusetts
$228K +$621 +15 +0.3%
BIP
271
Blueprint Investment Partners
North Carolina
$226K +$226K +5,457 New
SF
272
Symphony Financial
Texas
$226K +$226K +5,457 New
DAM
273
Deltec Asset Management
New York
$224K
CAG
274
Csenge Advisory Group
Florida
$218K +$218K +5,359 New
COCM
275
Charter Oak Capital Management
New Hampshire
$215K -$30.9K -747 -13%