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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 %
MIM
251
Macroview Investment Management
Maryland
$320K +$25.5K +648 +9%
Financial Engines Advisors
252
Financial Engines Advisors
California
$319K +$22.1K +560 +7%
SB
253
Strategic Blueprint
Georgia
$314K +$314K +7,965 New
GRP
254
Global Retirement Partners
California
$308K – – –
VA
255
Valmark Advisers
Ohio
$308K +$308K +7,813 New
TC
256
TownSquare Capital
Utah
$307K -$326K -8,275 -51%
BWA
257
BlueChip Wealth Advisors
Georgia
$306K -$865K -21,969 -74%
MCC
258
Money Concepts Capital
Florida
$301K +$8K +203 +3%
NCFG
259
New Century Financial Group
New Jersey
$297K -$13.4K -340 -4%
VF
260
Virtu Financial
New York
$294K +$294K +7,463 New
NAM
261
NTV Asset Management
West Virginia
$292K -$111K -2,825 -28%
CTWM
262
Cherry Tree Wealth Management
Minnesota
$290K – – –
WP
263
WMS Partners
Maryland
$290K -$92.6K -2,351 -24%
AA
264
Aufman Associates
Pennsylvania
$287K +$5K +127 +2%
AWM
265
Ariadne Wealth Management
California
$281K +$281K +7,071 New
FPCG
266
Forum Private Client Group
Indiana
$278K -$7.96K -202 -3%
HFS
267
Heritage Financial Services
Massachusetts
$267K – – –
VHAM
268
Van Hulzen Asset Management
California
$264K – – –
TIAA Trust, National Association
269
TIAA Trust, National Association
North Carolina
$258K +$118 +3 +0%
WAM
270
WNY Asset Management
New York
$255K -$263K -6,671 -51%
KP
271
Keel Point
Alabama
$241K -$40.1K -1,017 -14%
S
272
Sachetta
Massachusetts
$241K +$1.06K +27 +0.4%
DWM
273
DKM Wealth Management
California
$239K +$239K +6,076 New
MAG
274
M3 Advisory Group
Massachusetts
$238K +$20.2K +514 +9%
SF
275
Symphony Financial
Texas
$237K +$22.2K +564 +10%
9 10
11
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